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JVMAX vs NCAVX
JVMAX vs NCAVX Comparison
Open Charts JVMAX vs NCAVX
JHancock Disciplined Value Mid Cap A
Price$26.88
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets22B
Nuance Concentrated Value Investor
Price$12.13
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets109.17M
JVMAX vs NCAVX Comparison Chart in %
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JVMAX vs. NCAVX commentary
Jul 01, 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 Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22B vs. NCAVX (109M). NCAVX pays higher dividends than JVMAX: NCAVX (1.94) vs JVMAX (0.60). JVMAX was incepted earlier than NCAVX: JVMAX (28 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMAX (1.13). NCAVX is a more actively managed with annual turnover of: 88.00 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). NCAVX annual gain was more profitable for investors over the last year : 0.70 vs. JVMAX (-0.43). JVMAX return over 5 years is better than : 56.29 vs. NCAVX (-1.64).
| JVMAX | NCAVX | JVMAX / NCAVX | |
| Total Expense Ratio | 1.12 | 1.29 | 87% |
| Annual Report Gross Expense Ratio | 1.13 | 1.38 | 82% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 5.389 | -1.521 | -354% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22B | 109M | 20,183% |
| Annual Yield % from dividends | 0.60 | 1.94 | 31% |
| Returns for 1 year | -0.43 | 0.70 | -61% |
| Returns for 3 years | 18.72 | -3.48 | -538% |
| Returns for 5 years | 56.29 | -1.64 | -3,440% |
| Returns for 10 years | 38.24 | -3.49 | -1,095% |
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