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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JHancock Disciplined Value Mid Cap I
Price$24.36
Change-$0.83 (-3.29%)
VolumeN/A
Net Assets19.9B
Nuance Concentrated Value Institutional
Price$10.84
Change-$0.32 (-2.87%)
VolumeN/A
Net Assets113.98M
JVMIX vs NCVLX Comparison Chart
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JVMIX vs. NCVLX commentary
Apr 11, 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 StrongBuy and NCVLX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.9B vs. NCVLX (114M). NCVLX pays higher dividends than JVMIX: NCVLX (2.25) vs JVMIX (0.83). JVMIX was incepted earlier than NCVLX: JVMIX (28 years) vs NCVLX (14 years). NCVLX (1.13) is less costly to investors than JVMIX (0.88). NCVLX is a more actively managed with annual turnover of: 88.00 vs. JVMIX (47.00). NCVLX has a lower initial minimum investment than JVMIX: NCVLX (10000) vs JVMIX (250000). NCVLX annual gain was more profitable for investors over the last year : -6.52 vs. JVMIX (-12.42). JVMIX return over 5 years is better than : 49.86 vs. NCVLX (-4.77).
| JVMIX | NCVLX | JVMIX / NCVLX | |
| Total Expense Ratio | 0.87 | 1.04 | 84% |
| Annual Report Gross Expense Ratio | 0.88 | 1.13 | 78% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -6.531 | -9.174 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.9B | 114M | 17,456% |
| Annual Yield % from dividends | 0.83 | 2.25 | 37% |
| Returns for 1 year | -12.42 | -6.52 | 191% |
| Returns for 3 years | -5.09 | -16.17 | 32% |
| Returns for 5 years | 49.86 | -4.77 | -1,045% |
| Returns for 10 years | 25.68 | -7.55 | -340% |
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