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JVMTX vs NCVLX
JVMTX vs NCVLX Comparison
Open Charts JVMTX vs NCVLX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Nuance Concentrated Value Institutional
Price$12.41
Change+$0.01 (+0.08%)
VolumeN/A
Net Assets110.79M
JVMTX vs NCVLX Comparison Chart in %
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JVMTX vs. NCVLX 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 NCVLX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NCVLX (111M). NCVLX pays higher dividends than JVMTX: NCVLX (1.27) vs JVMTX (0.65). JVMTX was incepted earlier than NCVLX: JVMTX (12 years) vs NCVLX (14 years). NCVLX (1.13) and JVMTX (1.11) have similar cost to investors . NCVLX is a more actively managed with annual turnover of: 88.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than NCVLX: JVMTX (0) vs NCVLX (10000). NCVLX annual gain was more profitable for investors over the last year : 4.00 vs. JVMTX (3.31). JVMTX return over 5 years is better than : 61.96 vs. NCVLX (1.55).
| JVMTX | NCVLX | JVMTX / NCVLX | |
| Total Expense Ratio | 1.00 | 1.04 | 96% |
| Annual Report Gross Expense Ratio | 1.11 | 1.13 | 98% |
| Fund Existence | 12 years | 14 years | - |
| Gain YTD | 8.361 | 1.154 | 725% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 111M | 20,360% |
| Annual Yield % from dividends | 0.65 | 1.27 | 51% |
| Returns for 1 year | 3.31 | 4.00 | 83% |
| Returns for 3 years | 23.47 | -0.26 | -8,920% |
| Returns for 5 years | 61.96 | 1.55 | 3,993% |
| Returns for 10 years | 46.97 | 2.48 | 1,894% |
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