JVMAX
Price
$27.84
Change
+$0.12 (+0.43%)
Updated
Oct 17 closing price
Net Assets
23.85B
NCAVX
Price
$12.51
Change
+$0.11 (+0.89%)
Updated
Oct 17 closing price
Net Assets
66.94M
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JVMAX vs NCAVX

Header iconJVMAX vs NCAVX Comparison
Open Charts JVMAX vs NCAVXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$27.84
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets23.85B
Nuance Concentrated Value Investor
Price$12.51
Change+$0.11 (+0.89%)
VolumeN/A
Net Assets66.94M
JVMAX vs NCAVX Comparison Chart in %
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JVMAX vs. NCAVX commentary
Oct 20, 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 JVMAX is a Hold and NCAVX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.9B vs. NCAVX (66.9M). NCAVX pays higher dividends than JVMAX: NCAVX (1.06) vs JVMAX (0.55). JVMAX was incepted earlier than NCAVX: JVMAX (28 years) vs NCAVX (13 years). NCAVX (1.36) is less costly to investors than JVMAX (1.11). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMAX (49.00). JVMAX (5%) and NCAVX (5%) have equivalent initial investment costs. JVMAX has a lower initial minimum investment than NCAVX: JVMAX (1000) vs NCAVX (2500). JVMAX annual gain was more profitable for investors over the last year : -5.69 vs. NCAVX (-6.70). JVMAX return over 5 years is better than : 44.35 vs. NCAVX (-2.27).
JVMAXNCAVXJVMAX / NCAVX
Total Expense Ratio1.101.2985%
Annual Report Gross Expense Ratio1.111.3682%
Fund Existence28 years13 years-
Gain YTD9.5202.156442%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRAN/AN/A-
Net Assets23.9B66.9M35,725%
Annual Yield % from dividends0.551.0652%
Returns for 1 year-5.69-6.7085%
Returns for 3 years23.489.26253%
Returns for 5 years44.35-2.27-1,953%
Returns for 10 years45.623.891,173%
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