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JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$29.60
Change-$0.26 (-0.87%)
VolumeN/A
Net Assets23.97B
Nuance Concentrated Value Investor
Price$12.53
Change-$0.11 (-0.87%)
VolumeN/A
Net Assets91.03M
JVMIX vs NCAVX Comparison Chart in %
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JVMIX vs. NCAVX commentary
Aug 15, 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: 24B vs. NCAVX (91M). NCAVX pays higher dividends than JVMIX: NCAVX (0.98) vs JVMIX (0.76). 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: 105.00 vs. JVMIX (49.00). 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 : 3.82 vs. NCAVX (-1.08). JVMIX return over 5 years is better than : 52.61 vs. NCAVX (-1.23).
| 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 | 10.798 | 2.959 | 365% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 91M | 26,374% |
| Annual Yield % from dividends | 0.76 | 0.98 | 78% |
| Returns for 1 year | 3.82 | -1.08 | -353% |
| Returns for 3 years | 14.32 | -1.58 | -906% |
| Returns for 5 years | 52.61 | -1.23 | -4,280% |
| Returns for 10 years | 47.36 | 4.62 | 1,026% |