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JVMTX vs NCVLX
JVMTX vs NCVLX Comparison
Open Charts JVMTX vs NCVLX
JHancock Disciplined Value Mid Cap R4
Price$29.40
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets23.06B
Nuance Concentrated Value Institutional
Price$12.49
Change+$0.03 (+0.24%)
VolumeN/A
Net Assets109.74M
JVMTX vs NCVLX Comparison Chart in %
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JVMTX 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 JVMTX is a StrongBuy and NCVLX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. NCVLX (110M). 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: 105.00 vs. JVMTX (49.00). JVMTX has a lower initial minimum investment than NCVLX: JVMTX (0) vs NCVLX (10000). JVMTX annual gain was more profitable for investors over the last year : 1.07 vs. NCVLX (-0.12). JVMTX return over 5 years is better than : 57.29 vs. NCVLX (0.04).
| 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 | 9.253 | 1.806 | 512% |
| 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 | 0.65 | 1.27 | 51% |
| Returns for 1 year | 1.07 | -0.12 | -879% |
| Returns for 3 years | 21.15 | -0.16 | -13,509% |
| Returns for 5 years | 57.29 | 0.04 | 137,537% |
| Returns for 10 years | 48.90 | 5.43 | 901% |
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