Ad is loading...
JVMRX vs NQVAX
JVMRX vs NQVAX Comparison
Open Charts JVMRX vs NQVAX
JHancock Disciplined Value Mid Cap R6
Price$25.43
Change-$1.50 (-5.57%)
VolumeN/A
Net Assets21.35B
Nuveen Multi Cap Value A
Price$51.84
Change-$3.03 (-5.52%)
VolumeN/A
Net Assets463.46M
JVMRX vs NQVAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMRX vs. NQVAX commentary
Apr 04, 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 Hold and NQVAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.4B vs. NQVAX (463M). NQVAX pays higher dividends than JVMRX: NQVAX (1.30) vs JVMRX (0.94). JVMRX was incepted earlier than NQVAX: JVMRX (14 years) vs NQVAX (22 years). NQVAX (1.17) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NQVAX (24.00). NQVAX has a lower initial minimum investment than JVMRX: NQVAX (2500) vs JVMRX (1000000). NQVAX annual gain was more profitable for investors over the last year : 11.54 vs. JVMRX (-7.83). NQVAX return over 5 years is better than : 172.85 vs. JVMRX (90.92).
| JVMRX | NQVAX | JVMRX / NQVAX | |
| Total Expense Ratio | 0.75 | 1.16 | 65% |
| Annual Report Gross Expense Ratio | 0.76 | 1.17 | 65% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -0.037 | 0.771 | -5% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 2500 | 40,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 463M | 4,622% |
| Annual Yield % from dividends | 0.94 | 1.30 | 72% |
| Returns for 1 year | -7.83 | 11.54 | -68% |
| Returns for 3 years | -0.32 | 30.02 | -1% |
| Returns for 5 years | 90.92 | 172.85 | 53% |
| Returns for 10 years | 34.80 | 131.95 | 26% |
View a ticker or compare two or three
VS
VS
Ad is loading...