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JVMIX vs NMVZX
JVMIX vs NMVZX Comparison
Open Charts JVMIX vs NMVZX
JHancock Disciplined Value Mid Cap I
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Nuance Mid Cap Value Z
Price$11.49
Change+$0.10 (+0.88%)
VolumeN/A
Net Assets530.14M
JVMIX vs NMVZX Comparison Chart
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JVMIX vs. NMVZX commentary
May 09, 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 NMVZX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 20.6B vs. NMVZX (530M). NMVZX pays higher dividends than JVMIX: NMVZX (3.87) vs JVMIX (0.85). 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 : -7.33 vs. JVMIX (-8.01). JVMIX return over 5 years is better than : 53.05 vs. NMVZX (5.69).
| 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 | -2.263 | -6.233 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 530M | 3,887% |
| Annual Yield % from dividends | 0.85 | 3.87 | 22% |
| Returns for 1 year | -8.01 | -7.33 | 109% |
| Returns for 3 years | 5.61 | -9.47 | -59% |
| Returns for 5 years | 53.05 | 5.69 | 932% |
| Returns for 10 years | 31.23 | N/A | - |
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