Interact to see
Advertisement
Advertisement
JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
Nuance Concentrated Value Investor
Price$12.55
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets80.71M
JVMIX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NCAVX commentary
Sep 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NCAVX (80.7M). NCAVX pays higher dividends than JVMIX: NCAVX (0.96) vs JVMIX (0.74). JVMIX was incepted earlier than NCAVX: JVMIX (28 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMIX (0.86). 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 : 2.91 vs. NCAVX (-5.59). JVMIX return over 5 years is better than : 54.86 vs. NCAVX (-1.42).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.38 | 62% |
| Fund Existence | 28 years | 13 years | - |
| Gain YTD | 11.985 | 2.226 | 538% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 80.7M | 30,112% |
| Annual Yield % from dividends | 0.74 | 0.96 | 77% |
| Returns for 1 year | 2.91 | -5.59 | -52% |
| Returns for 3 years | 24.95 | 6.40 | 390% |
| Returns for 5 years | 54.86 | -1.42 | -3,871% |
| Returns for 10 years | 58.60 | 6.49 | 903% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement