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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
Nuance Concentrated Value Institutional
Price$12.56
Change+$0.10 (+0.80%)
VolumeN/A
Net Assets80.71M
JVMIX vs NCVLX Comparison Chart in %
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JVMIX vs. NCVLX 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 NCVLX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NCVLX (80.7M). NCVLX pays higher dividends than JVMIX: NCVLX (1.23) vs JVMIX (0.74). JVMIX was incepted earlier than NCVLX: JVMIX (28 years) vs NCVLX (14 years). NCVLX (1.13) is less costly to investors than JVMIX (0.86). NCVLX is a more actively managed with annual turnover of: 105.00 vs. JVMIX (49.00). NCVLX has a lower initial minimum investment than JVMIX: NCVLX (10000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 2.91 vs. NCVLX (-5.32). JVMIX return over 5 years is better than : 54.86 vs. NCVLX (-0.38).
| JVMIX | NCVLX | JVMIX / NCVLX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.13 | 76% |
| Fund Existence | 28 years | 14 years | - |
| Gain YTD | 11.985 | 2.376 | 504% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 80.7M | 30,112% |
| Annual Yield % from dividends | 0.74 | 1.23 | 60% |
| Returns for 1 year | 2.91 | -5.32 | -55% |
| Returns for 3 years | 24.95 | 7.19 | 347% |
| Returns for 5 years | 54.86 | -0.38 | -14,540% |
| Returns for 10 years | 58.60 | 9.02 | 650% |