Ad is loading...
Ad is loading...
JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$31.37
Change-$0.23 (-0.73%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Investor
Price$12.88
Change+$0.04 (+0.31%)
VolumeN/A
CapitalizationN/A
JVMIX vs NCAVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NCAVX commentary
Nov 18, 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 JVMIX is a Buy and NCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. NCAVX (172M). NCAVX pays higher dividends than JVMIX: NCAVX (1.52) vs JVMIX (0.84). JVMIX was incepted earlier than NCAVX: JVMIX (27 years) vs NCAVX (12 years). NCAVX is a more actively managed with annual turnover of: 67.00 vs. JVMIX (41.00). NCAVX has a lower initial minimum investment than JVMIX: NCAVX (2500) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 21.59 vs. NCAVX (14.68). JVMIX return over 5 years is better than : 45.01 vs. NCAVX (-10.29).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 12 years | - |
| Gain YTD | 14.615 | 4.415 | 331% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 172M | 13,837% |
| Annual Yield % from dividends | 0.84 | 1.52 | 55% |
| Returns for 1 year | 21.59 | 14.68 | 147% |
| Returns for 3 years | 7.53 | -17.53 | -43% |
| Returns for 5 years | 45.01 | -10.29 | -437% |
| Returns for 10 years | 62.42 | -3.31 | -1,887% |