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JVMAX vs NCVLX
JVMAX vs NCVLX Comparison
Open Charts JVMAX vs NCVLX
JHancock Disciplined Value Mid Cap A
Price$28.82
Change-$0.19 (-0.65%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Institutional
Price$13.66
Change-$0.17 (-1.23%)
VolumeN/A
CapitalizationN/A
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JVMAX vs NCVLX Comparison Chart
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JVMAX vs. NCVLX commentary
Sep 21, 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 Buy and NCVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. NCVLX (190M). NCVLX pays higher dividends than JVMAX: NCVLX (1.75) vs JVMAX (0.67). JVMAX was incepted earlier than NCVLX: JVMAX (27 years) vs NCVLX (13 years). NCVLX is a more actively managed with annual turnover of: 67.00 vs. JVMAX (41.00). JVMAX has a lower initial minimum investment than NCVLX: JVMAX (1000) vs NCVLX (10000). NCVLX annual gain was more profitable for investors over the last year : 22.95 vs. JVMAX (18.94). JVMAX return over 5 years is better than : 42.03 vs. NCVLX (-1.19).
| JVMAX | NCVLX | JVMAX / NCVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 10.889 | 10.647 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 10000 | 10% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 190M | 12,316% |
| Annual Yield % from dividends | 0.67 | 1.75 | 38% |
| Returns for 1 year | 18.94 | 22.95 | 83% |
| Returns for 3 years | 12.35 | -12.05 | -102% |
| Returns for 5 years | 42.03 | -1.19 | -3,520% |
| Returns for 10 years | 59.30 | 6.49 | 913% |