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JVMSX vs NCAVX
JVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Nuance Concentrated Value Investor
Price$12.48
Change-$0.01 (-0.08%)
VolumeN/A
Net Assets58.61M
JVMSX vs NCAVX Comparison Chart in %
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JVMSX vs. NCAVX commentary
Dec 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is JVMSX is a Hold and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NCAVX (58.6M). NCAVX pays higher dividends than JVMSX: NCAVX (1.03) vs JVMSX (0.40). JVMSX was incepted earlier than NCAVX: JVMSX (14 years) vs NCAVX (13 years). NCAVX (1.36) is less costly to investors than JVMSX (1.25). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than NCAVX: JVMSX (0) vs NCAVX (2500). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. NCAVX (0.93). JVMSX return over 5 years is better than : 22.25 vs. NCAVX (-11.03).
| JVMSX | NCAVX | JVMSX / NCAVX | |
| Total Expense Ratio | 1.24 | 1.29 | 96% |
| Annual Report Gross Expense Ratio | 1.25 | 1.36 | 92% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 3.506 | 1.911 | 183% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 58.6M | 40,785% |
| Annual Yield % from dividends | 0.40 | 1.03 | 38% |
| Returns for 1 year | 2.29 | 0.93 | 245% |
| Returns for 3 years | 15.22 | 11.52 | 132% |
| Returns for 5 years | 22.25 | -11.03 | -202% |
| Returns for 10 years | 46.26 | 11.26 | 411% |