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JVMAX vs NQVAX
JVMAX vs NQVAX Comparison
Open Charts JVMAX vs NQVAX
JHancock Disciplined Value Mid Cap A
Price$22.45
Change-$0.26 (-1.14%)
VolumeN/A
Net Assets19.09B
Nuveen Multi Cap Value A
Price$48.01
Change-$0.44 (-0.91%)
VolumeN/A
Net Assets408.15M
JVMAX vs NQVAX Comparison Chart
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JVMAX vs. NQVAX commentary
Apr 08, 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 NQVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.1B vs. NQVAX (408M). NQVAX pays higher dividends than JVMAX: NQVAX (1.30) vs JVMAX (0.61). JVMAX was incepted earlier than NQVAX: JVMAX (28 years) vs NQVAX (22 years). NQVAX (1.17) and JVMAX (1.13) have similar cost to investors . JVMAX is a more actively managed with annual turnover of: 47.00 vs. NQVAX (24.00). NQVAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX has a lower initial minimum investment than NQVAX: JVMAX (1000) vs NQVAX (2500). NQVAX annual gain was more profitable for investors over the last year : -0.58 vs. JVMAX (-17.51). NQVAX return over 5 years is better than : 140.92 vs. JVMAX (66.63).
| JVMAX | NQVAX | JVMAX / NQVAX | |
| Total Expense Ratio | 1.12 | 1.16 | 97% |
| Annual Report Gross Expense Ratio | 1.13 | 1.17 | 97% |
| Fund Existence | 28 years | 22 years | - |
| Gain YTD | -10.661 | -11.019 | 97% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 408M | 4,681% |
| Annual Yield % from dividends | 0.61 | 1.30 | 47% |
| Returns for 1 year | -17.51 | -0.58 | 3,044% |
| Returns for 3 years | -11.27 | 16.00 | -70% |
| Returns for 5 years | 66.63 | 140.92 | 47% |
| Returns for 10 years | 15.91 | 104.97 | 15% |
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