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JVMSX vs NCVLX
JVMSX vs NCVLX Comparison
Open Charts JVMSX vs NCVLX
JHancock Disciplined Value Mid Cap R2
Price$29.24
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.06B
Nuance Concentrated Value Institutional
Price$12.49
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets109.74M
JVMSX vs NCVLX Comparison Chart in %
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JVMSX vs. NCVLX commentary
Jul 27, 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 NCVLX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B vs. NCVLX (110M). NCVLX pays higher dividends than JVMSX: NCVLX (1.27) vs JVMSX (0.42). JVMSX was incepted earlier than NCVLX: JVMSX (13 years) vs NCVLX (14 years). JVMSX (1.26) is less costly to investors than NCVLX (1.13). NCVLX is a more actively managed with annual turnover of: 105.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than NCVLX: JVMSX (0) vs NCVLX (10000). JVMSX annual gain was more profitable for investors over the last year : 0.75 vs. NCVLX (-0.12). JVMSX return over 5 years is better than : 55.91 vs. NCVLX (0.04).
| JVMSX | NCVLX | JVMSX / NCVLX | |
| Total Expense Ratio | 1.25 | 1.04 | 120% |
| Annual Report Gross Expense Ratio | 1.26 | 1.13 | 112% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.064 | 1.806 | 502% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 110M | 21,000% |
| Annual Yield % from dividends | 0.42 | 1.27 | 33% |
| Returns for 1 year | 0.75 | -0.12 | -621% |
| Returns for 3 years | 20.42 | -0.16 | -13,041% |
| Returns for 5 years | 55.91 | 0.04 | 134,216% |
| Returns for 10 years | 46.42 | 5.43 | 855% |
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