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JVMAX vs NQVRX
JVMAX vs NQVRX Comparison
Open Charts JVMAX vs NQVRX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
Nuveen Multi Cap Value I
Price$50.87
Change+$0.11 (+0.22%)
VolumeN/A
Net Assets428.07M
JVMAX vs NQVRX Comparison Chart
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JVMAX vs. NQVRX commentary
Apr 18, 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 StrongBuy and NQVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. NQVRX (428M). NQVRX pays higher dividends than JVMAX: NQVRX (1.54) vs JVMAX (0.61). JVMAX was incepted earlier than NQVRX: JVMAX (28 years) vs NQVRX (27 years). JVMAX (1.13) is less costly to investors than NQVRX (0.92). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NQVRX (24.00). JVMAX has a lower initial minimum investment than NQVRX: JVMAX (1000) vs NQVRX (100000). NQVRX annual gain was more profitable for investors over the last year : 7.12 vs. JVMAX (-11.80). NQVRX return over 5 years is better than : 117.07 vs. JVMAX (45.43).
| JVMAX | NQVRX | JVMAX / NQVRX | |
| Total Expense Ratio | 1.12 | 0.91 | 123% |
| Annual Report Gross Expense Ratio | 1.13 | 0.92 | 123% |
| Fund Existence | 28 years | 27 years | - |
| Gain YTD | -8.576 | -7.793 | 110% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 100000 | 1% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 428M | 4,533% |
| Annual Yield % from dividends | 0.61 | 1.54 | 40% |
| Returns for 1 year | -11.80 | 7.12 | -166% |
| Returns for 3 years | -9.16 | 21.56 | -43% |
| Returns for 5 years | 45.43 | 117.07 | 39% |
| Returns for 10 years | 18.32 | 112.10 | 16% |
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