JVMSX
Price
$27.75
Change
+$0.04 (+0.14%)
Updated
Dec 26 closing price
Net Assets
23.95B
NCBVX
Price
$22.58
Change
-$0.01 (-0.04%)
Updated
Dec 26 closing price
Net Assets
168.95M
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JVMSX vs NCBVX

Header iconJVMSX vs NCBVX Comparison
Open Charts JVMSX vs NCBVXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
PGIM Quant Solutions Mid-Cap Val C
Price$22.58
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets168.95M
JVMSX vs NCBVX Comparison Chart in %
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JVMSX vs. NCBVX commentary
Dec 28, 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 NCBVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NCBVX (169M). NCBVX pays higher dividends than JVMSX: NCBVX (0.93) vs JVMSX (0.40). JVMSX was incepted earlier than NCBVX: JVMSX (14 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMSX (1.25). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than NCBVX: JVMSX (0) vs NCBVX (1000). NCBVX annual gain was more profitable for investors over the last year : 11.12 vs. JVMSX (2.29). NCBVX return over 5 years is better than : 64.70 vs. JVMSX (22.25).
JVMSXNCBVXJVMSX / NCBVX
Total Expense Ratio1.241.9564%
Annual Report Gross Expense Ratio1.252.8144%
Fund Existence14 years27 years-
Gain YTD3.50612.90027%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B169M14,142%
Annual Yield % from dividends0.400.9343%
Returns for 1 year2.2911.1221%
Returns for 3 years15.2237.2241%
Returns for 5 years22.2564.7034%
Returns for 10 years46.2655.1784%
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