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JVMRX vs NCBVX
JVMRX vs NCBVX Comparison
Open Charts JVMRX vs NCBVX
JHancock Disciplined Value Mid Cap R6
Price$30.35
Change-$0.26 (-0.85%)
VolumeN/A
Net Assets24.23B
PGIM Quant Solutions Mid-Cap Val C
Price$21.62
Change-$0.19 (-0.87%)
VolumeN/A
Net Assets165.99M
JVMRX vs NCBVX Comparison Chart in %
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JVMRX vs. NCBVX commentary
Sep 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.2B vs. NCBVX (166M). NCBVX pays higher dividends than JVMRX: NCBVX (0.96) vs JVMRX (0.84). JVMRX was incepted earlier than NCBVX: JVMRX (14 years) vs NCBVX (27 years). NCBVX (2.81) is less costly to investors than JVMRX (0.75). NCBVX is a more actively managed with annual turnover of: 97.00 vs. JVMRX (49.00). 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 : 11.92 vs. JVMRX (4.52). NCBVX return over 5 years is better than : 93.75 vs. JVMRX (60.13).
| JVMRX | NCBVX | JVMRX / NCBVX | |
| Total Expense Ratio | 0.74 | 1.95 | 38% |
| Annual Report Gross Expense Ratio | 0.75 | 2.81 | 27% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 13.623 | 9.050 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 166M | 14,578% |
| Annual Yield % from dividends | 0.84 | 0.96 | 87% |
| Returns for 1 year | 4.52 | 11.92 | 38% |
| Returns for 3 years | 24.81 | 30.46 | 81% |
| Returns for 5 years | 60.13 | 93.75 | 64% |
| Returns for 10 years | 61.12 | 37.96 | 161% |
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