Ad is loading...
JVMAX vs NCBVX
JVMAX vs NCBVX Comparison
Open Charts JVMAX vs NCBVX
JHancock Disciplined Value Mid Cap A
Price$24.98
Change+$0.17 (+0.69%)
VolumeN/A
Net Assets20.97B
PGIM Quant Solutions Mid-Cap Val C
Price$19.28
Change+$0.12 (+0.63%)
VolumeN/A
Net Assets158.7M
JVMAX vs NCBVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. NCBVX commentary
Apr 02, 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 NCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21B vs. NCBVX (159M). NCBVX pays higher dividends than JVMAX: NCBVX (1.02) vs JVMAX (0.59). JVMAX was incepted earlier than NCBVX: JVMAX (28 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMAX (1.13). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMAX (47.00). JVMAX (1000) and NCBVX (1000) have matching initial minimum investment requirements. NCBVX annual gain was more profitable for investors over the last year : -2.23 vs. JVMAX (-11.89). NCBVX return over 5 years is better than : 144.95 vs. JVMAX (79.32).
| JVMAX | NCBVX | JVMAX / NCBVX | |
| Total Expense Ratio | 1.12 | 1.95 | 57% |
| Annual Report Gross Expense Ratio | 1.13 | 2.81 | 40% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -2.400 | -4.200 | 57% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21B | 159M | 13,208% |
| Annual Yield % from dividends | 0.59 | 1.02 | 58% |
| Returns for 1 year | -11.89 | -2.23 | 534% |
| Returns for 3 years | -4.46 | 1.53 | -291% |
| Returns for 5 years | 79.32 | 144.95 | 55% |
| Returns for 10 years | 26.69 | 12.14 | 220% |
View a ticker or compare two or three
VS
VS
Ad is loading...