Interact to see
Advertisement
Advertisement
JVMTX vs NCAVX
JVMTX vs NCAVX Comparison
Open Charts JVMTX vs NCAVX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Nuance Concentrated Value Investor
Price$12.57
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets61.06M
JVMTX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. NCAVX commentary
Dec 05, 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 JVMTX is a Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. NCAVX (61.1M). NCAVX pays higher dividends than JVMTX: NCAVX (1.03) vs JVMTX (0.61). JVMTX was incepted earlier than NCAVX: JVMTX (12 years) vs NCAVX (13 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). JVMTX annual gain was more profitable for investors over the last year : -5.32 vs. NCAVX (-6.12). JVMTX return over 5 years is better than : 31.22 vs. NCAVX (-10.95).
| JVMTX | NCAVX | JVMTX / NCAVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.36 | 81% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 12.449 | 2.646 | 470% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 61.1M | 40,098% |
| Annual Yield % from dividends | 0.61 | 1.03 | 59% |
| Returns for 1 year | -5.32 | -6.12 | 87% |
| Returns for 3 years | 14.68 | -2.46 | -596% |
| Returns for 5 years | 31.22 | -10.95 | -285% |
| Returns for 10 years | 49.60 | 6.18 | 802% |