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JVMRX vs NCBVX
JVMRX vs NCBVX Comparison
Open Charts JVMRX vs NCBVX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
PGIM Quant Solutions Mid-Cap Val C
Price$19.25
Change+$0.16 (+0.84%)
VolumeN/A
Net Assets154.66M
JVMRX vs NCBVX Comparison Chart
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JVMRX vs. NCBVX 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 JVMRX is a Buy and NCBVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.6B vs. NCBVX (155M). NCBVX pays higher dividends than JVMRX: NCBVX (1.10) vs JVMRX (0.96). JVMRX was incepted earlier than NCBVX: JVMRX (14 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMRX (0.76). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (47.00). NCBVX has a lower initial minimum investment than JVMRX: NCBVX (1000) vs JVMRX (1000000). NCBVX annual gain was more profitable for investors over the last year : 0.62 vs. JVMRX (-7.91). NCBVX return over 5 years is better than : 97.26 vs. JVMRX (53.53).
| JVMRX | NCBVX | JVMRX / NCBVX | |
| Total Expense Ratio | 0.75 | 1.95 | 38% |
| Annual Report Gross Expense Ratio | 0.76 | 2.81 | 27% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -2.227 | -4.550 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 155M | 13,290% |
| Annual Yield % from dividends | 0.96 | 1.10 | 87% |
| Returns for 1 year | -7.91 | 0.62 | -1,278% |
| Returns for 3 years | 5.83 | 9.53 | 61% |
| Returns for 5 years | 53.53 | 97.26 | 55% |
| Returns for 10 years | 31.98 | 12.08 | 265% |
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