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JVMTX vs NCAVX
JVMTX vs NCAVX Comparison
Open Charts JVMTX vs NCAVX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Nuance Concentrated Value Investor
Price$13.37
Change+$1.00 (+8.08%)
VolumeN/A
Net Assets58.36M
JVMTX vs NCAVX Comparison Chart in %
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JVMTX vs. NCAVX commentary
Feb 04, 2026
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 JVMTX is a Buy and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. NCAVX (58.4M). NCAVX pays higher dividends than JVMTX: NCAVX (1.96) vs JVMTX (0.60). JVMTX was incepted earlier than NCAVX: JVMTX (13 years) vs NCAVX (14 years). NCAVX (1.36) is less costly to investors than JVMTX (1.10). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than NCAVX: JVMTX (0) vs NCAVX (2500). NCAVX annual gain was more profitable for investors over the last year : 7.17 vs. JVMTX (4.79). JVMTX return over 5 years is better than : 22.28 vs. NCAVX (-6.49).
| JVMTX | NCAVX | JVMTX / NCAVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.36 | 81% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 5.177 | 7.131 | 73% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 58.4M | 42,295% |
| Annual Yield % from dividends | 0.60 | 1.96 | 30% |
| Returns for 1 year | 4.79 | 7.17 | 67% |
| Returns for 3 years | 11.22 | 14.14 | 79% |
| Returns for 5 years | 22.28 | -6.49 | -343% |
| Returns for 10 years | 76.80 | 26.03 | 295% |
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