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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JHancock Disciplined Value Mid Cap I
Price$28.26
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.35B
Nuance Concentrated Value Institutional
Price$12.67
Change+$0.02 (+0.16%)
VolumeN/A
Net Assets136.18M
JVMIX vs NCVLX Comparison Chart
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JVMIX vs. NCVLX commentary
Jan 24, 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 Hold and NCVLX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.4B vs. NCVLX (136M). 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 : 7.78 vs. JVMIX (5.65). JVMIX return over 5 years is better than : 29.60 vs. NCVLX (-8.18).
| 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 | 4.861 | 2.425 | 200% |
| 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 | 136M | 17,206% |
| Annual Yield % from dividends | 0.84 | 1.75 | 48% |
| Returns for 1 year | 5.65 | 7.78 | 73% |
| Returns for 3 years | 6.31 | -5.33 | -118% |
| Returns for 5 years | 29.60 | -8.18 | -362% |
| Returns for 10 years | 47.03 | 8.25 | 570% |
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