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JVMTX vs NCBVX
JVMTX vs NCBVX Comparison
Open Charts JVMTX vs NCBVX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
PGIM Quant Solutions Mid-Cap Val C
Price$20.93
Change+$0.14 (+0.67%)
VolumeN/A
Net Assets165.36M
JVMTX vs NCBVX Comparison Chart in %
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JVMTX vs. NCBVX commentary
Jul 07, 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 StrongBuy and NCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NCBVX (165M). NCBVX pays higher dividends than JVMTX: NCBVX (1.01) vs JVMTX (0.65). JVMTX was incepted earlier than NCBVX: JVMTX (12 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMTX (1.11). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than NCBVX: JVMTX (0) vs NCBVX (1000). NCBVX annual gain was more profitable for investors over the last year : 12.49 vs. JVMTX (3.31). NCBVX return over 5 years is better than : 101.98 vs. JVMTX (61.96).
| JVMTX | NCBVX | JVMTX / NCBVX | |
| Total Expense Ratio | 1.00 | 1.95 | 51% |
| Annual Report Gross Expense Ratio | 1.11 | 2.81 | 40% |
| Fund Existence | 12 years | 27 years | - |
| Gain YTD | 8.361 | 4.650 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 165M | 13,697% |
| Annual Yield % from dividends | 0.65 | 1.01 | 64% |
| Returns for 1 year | 3.31 | 12.49 | 27% |
| Returns for 3 years | 23.47 | 28.49 | 82% |
| Returns for 5 years | 61.96 | 101.98 | 61% |
| Returns for 10 years | 46.97 | 25.69 | 183% |
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