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JVMIX vs NMVZX
JVMIX vs NMVZX Comparison
Open Charts JVMIX vs NMVZX
JHancock Disciplined Value Mid Cap I
Price$24.73
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Nuance Mid Cap Value Z
Price$11.14
Change+$0.20 (+1.83%)
VolumeN/A
Net Assets538.02M
JVMIX vs NMVZX Comparison Chart
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JVMIX vs. NMVZX commentary
Apr 12, 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 NMVZX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 19.2B vs. NMVZX (538M). NMVZX pays higher dividends than JVMIX: NMVZX (3.80) vs JVMIX (0.83). JVMIX was incepted earlier than NMVZX: JVMIX (28 years) vs NMVZX (8 years). JVMIX (0.88) and NMVZX (0.84) have similar cost to investors . NMVZX is a more actively managed with annual turnover of: 78.00 vs. JVMIX (47.00). NMVZX has a lower initial minimum investment than JVMIX: NMVZX (2500) vs JVMIX (250000). NMVZX annual gain was more profitable for investors over the last year : -6.98 vs. JVMIX (-15.04). JVMIX return over 5 years is better than : 44.92 vs. NMVZX (0.49).
| JVMIX | NMVZX | JVMIX / NMVZX | |
| Total Expense Ratio | 0.87 | 0.79 | 110% |
| Annual Report Gross Expense Ratio | 0.88 | 0.84 | 105% |
| Fund Existence | 28 years | 8 years | - |
| Gain YTD | -9.610 | -9.937 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 538M | 3,569% |
| Annual Yield % from dividends | 0.83 | 3.80 | 22% |
| Returns for 1 year | -15.04 | -6.98 | 215% |
| Returns for 3 years | -8.15 | -16.23 | 50% |
| Returns for 5 years | 44.92 | 0.49 | 9,248% |
| Returns for 10 years | 21.66 | N/A | - |
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