JVMAX
Price
$28.11
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
NCAVX
Price
$12.43
Change
-$0.00 (-0.00%)
Updated
Apr 1, 6:59 PM EST
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JVMAX vs NCAVX ᐉ Comparison: Which is Better to Invest?

Header iconJVMAX vs NCAVX Comparison
Open Charts JVMAX vs NCAVXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$28.11
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Investor
Price$12.43
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMAX vs NCAVX Comparison Chart

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VS
JVMAX vs. NCAVX commentary
Apr 16, 2024

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.

FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. NCAVX (197M). NCAVX pays higher dividends than JVMAX: NCAVX (1.52) vs JVMAX (0.67). JVMAX was incepted earlier than NCAVX: JVMAX (27 years) vs NCAVX (12 years). NCAVX (1.36) is less costly to investors than JVMAX (1.12). NCAVX is a more actively managed with annual turnover of: 67.00 vs. JVMAX (41.00). JVMAX (5%) and NCAVX (5%) have equivalent initial investment costs. JVMAX has a lower initial minimum investment than NCAVX: JVMAX (1000) vs NCAVX (2500). NCAVX IRA initial investment is lower compared to JVMAX: NCAVX (2500) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 20.29 vs. NCAVX (4.18). JVMAX return over 5 years is better than : 48.55 vs. NCAVX (-5.79).
JVMAXNCAVXJVMAX / NCAVX
Total Expense Ratio1.111.2986%
Annual Report Gross Expense Ratio1.121.3682%
Fund Existence27 years12 years-
Gain YTD8.157-0.412-1,981%
Front Load5%5%100%
Min. Initial Investment1000250040%
Min. Initial Investment IRA1000250040%
Net Assets23.4B197M11,878%
Annual Yield % from dividends0.671.5244%
Returns for 1 year20.294.18485%
Returns for 3 years11.52-18.04-64%
Returns for 5 years48.55-5.79-838%
Returns for 10 years61.00-3.76-1,621%
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