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JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JHancock Disciplined Value Mid Cap I
Price$30.02
Change-$0.95 (-3.07%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Investor
Price$12.29
Change-$1.06 (-7.94%)
VolumeN/A
CapitalizationN/A
JVMIX vs NCAVX Comparison Chart
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JVMIX vs. NCAVX commentary
Dec 19, 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 Hold and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. NCAVX (174M). NCAVX pays higher dividends than JVMIX: NCAVX (1.52) vs JVMIX (0.84). JVMIX was incepted earlier than NCAVX: JVMIX (28 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 (11.12) and NCAVX (10.61) have marching annual gain over last year. JVMIX return over 5 years is better than : 42.01 vs. NCAVX (-9.90).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 12 years | - |
| Gain YTD | 13.153 | 8.225 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 174M | 13,448% |
| Annual Yield % from dividends | 0.84 | 1.52 | 55% |
| Returns for 1 year | 11.12 | 10.61 | 105% |
| Returns for 3 years | 17.73 | -13.34 | -133% |
| Returns for 5 years | 42.01 | -9.90 | -424% |
| Returns for 10 years | 60.93 | 1.28 | 4,748% |
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