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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JHancock Disciplined Value Mid Cap I
Price$30.42
Change-$0.19 (-0.62%)
VolumeN/A
CapitalizationN/A
Nuance Concentrated Value Institutional
Price$13.66
Change-$0.17 (-1.23%)
VolumeN/A
CapitalizationN/A
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JVMIX vs NCVLX Comparison Chart
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JVMIX vs. NCVLX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. NCVLX (190M). NCVLX pays higher dividends than JVMIX: NCVLX (1.75) vs JVMIX (0.84). JVMIX was incepted earlier than NCVLX: JVMIX (27 years) vs NCVLX (13 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 : 22.95 vs. JVMIX (19.46). JVMIX return over 5 years is better than : 44.34 vs. NCVLX (-1.19).
| JVMIX | NCVLX | JVMIX / NCVLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 13 years | - |
| Gain YTD | 11.144 | 10.647 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 190M | 12,316% |
| Annual Yield % from dividends | 0.84 | 1.75 | 48% |
| Returns for 1 year | 19.46 | 22.95 | 85% |
| Returns for 3 years | 13.73 | -12.05 | -114% |
| Returns for 5 years | 44.34 | -1.19 | -3,713% |
| Returns for 10 years | 64.87 | 6.49 | 999% |