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JVMSX vs NCBVX
JVMSX vs NCBVX Comparison
Open Charts JVMSX vs NCBVX
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
PGIM Quant Solutions Mid-Cap Val C
Price$19.73
Change-$0.26 (-1.30%)
VolumeN/A
Net Assets157.04M
JVMSX vs NCBVX Comparison Chart
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JVMSX vs. NCBVX commentary
Jun 16, 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 StrongBuy and NCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. NCBVX (157M). NCBVX pays higher dividends than JVMSX: NCBVX (1.05) vs JVMSX (0.43). JVMSX was incepted earlier than NCBVX: JVMSX (13 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMSX (1.26). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMSX (47.00). 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 : 5.20 vs. JVMSX (-3.29). NCBVX return over 5 years is better than : 82.36 vs. JVMSX (50.13).
| JVMSX | NCBVX | JVMSX / NCBVX | |
| Total Expense Ratio | 1.25 | 1.95 | 64% |
| Annual Report Gross Expense Ratio | 1.26 | 2.81 | 45% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 2.313 | -1.350 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 157M | 13,694% |
| Annual Yield % from dividends | 0.43 | 1.05 | 41% |
| Returns for 1 year | -3.29 | 5.20 | -63% |
| Returns for 3 years | 15.80 | 20.98 | 75% |
| Returns for 5 years | 50.13 | 82.36 | 61% |
| Returns for 10 years | 33.43 | 16.65 | 201% |
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