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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JHancock Disciplined Value Mid Cap I
Price$27.01
Change-$3.23 (-10.68%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Institutional
Price$12.34
Change+$0.02 (+0.16%)
VolumeN/A
CapitalizationN/A
JVMIX vs NCVLX Comparison Chart
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JVMIX vs. NCVLX commentary
Dec 24, 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 NCVLX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.3B vs. NCVLX (167M). NCVLX pays higher dividends than JVMIX: NCVLX (1.75) vs JVMIX (0.84). JVMIX was incepted earlier than NCVLX: JVMIX (28 years) vs NCVLX (14 years). NCVLX is a more actively managed with annual turnover of: 67.00 vs. JVMIX (41.00). 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 : 1.66 vs. JVMIX (0.12). JVMIX return over 5 years is better than : 24.00 vs. NCVLX (-10.47).
| JVMIX | NCVLX | JVMIX / NCVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | -0.574 | 0.279 | -206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.3B | 167M | 12,156% |
| Annual Yield % from dividends | 0.84 | 1.75 | 48% |
| Returns for 1 year | 0.12 | 1.66 | 7% |
| Returns for 3 years | 2.64 | -5.91 | -45% |
| Returns for 5 years | 24.00 | -10.47 | -229% |
| Returns for 10 years | 40.07 | 3.10 | 1,294% |
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