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JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$25.65
Change+$0.43 (+1.70%)
VolumeN/A
Net Assets19.84B
Nuance Concentrated Value Investor
Price$11.39
Change+$0.11 (+0.98%)
VolumeN/A
Net Assets113.69M
JVMIX vs NCAVX Comparison Chart
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JVMIX vs. NCAVX commentary
Apr 25, 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 JVMIX is a Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.8B vs. NCAVX (114M). NCAVX pays higher dividends than JVMIX: NCAVX (1.97) vs JVMIX (0.83). JVMIX was incepted earlier than NCAVX: JVMIX (28 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMIX (0.88). NCAVX is a more actively managed with annual turnover of: 88.00 vs. JVMIX (47.00). NCAVX has a lower initial minimum investment than JVMIX: NCAVX (2500) vs JVMIX (250000). NCAVX annual gain was more profitable for investors over the last year : -7.30 vs. JVMIX (-10.87). JVMIX return over 5 years is better than : 53.98 vs. NCAVX (-3.19).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | 0.87 | 1.29 | 67% |
| Annual Report Gross Expense Ratio | 0.88 | 1.38 | 64% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | -6.419 | -8.188 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.8B | 114M | 17,368% |
| Annual Yield % from dividends | 0.83 | 1.97 | 42% |
| Returns for 1 year | -10.87 | -7.30 | 149% |
| Returns for 3 years | -4.34 | -15.40 | 28% |
| Returns for 5 years | 53.98 | -3.19 | -1,690% |
| Returns for 10 years | 25.65 | -9.36 | -274% |
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