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JVMSX vs NCAVX
JVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVX
JHancock Disciplined Value Mid Cap R2
Price$26.42
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets20.63B
Nuance Concentrated Value Investor
Price$11.43
Change+$0.09 (+0.79%)
VolumeN/A
Net Assets113.05M
JVMSX vs NCAVX Comparison Chart
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JVMSX vs. NCAVX 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 JVMSX is a Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.6B vs. NCAVX (113M). NCAVX pays higher dividends than JVMSX: NCAVX (2.00) vs JVMSX (0.46). JVMSX was incepted earlier than NCAVX: JVMSX (13 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMSX (1.26). NCAVX is a more actively managed with annual turnover of: 88.00 vs. JVMSX (47.00). JVMSX has a lower initial minimum investment than NCAVX: JVMSX (0) vs NCAVX (2500). NCAVX (-9.13) and JVMSX (-9.27) have marching annual gain over last year. JVMSX return over 5 years is better than : 49.90 vs. NCAVX (-4.37).
| JVMSX | NCAVX | JVMSX / NCAVX | |
| Total Expense Ratio | 1.25 | 1.29 | 97% |
| Annual Report Gross Expense Ratio | 1.26 | 1.38 | 91% |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -3.096 | -8.188 | 38% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 113M | 18,230% |
| Annual Yield % from dividends | 0.46 | 2.00 | 23% |
| Returns for 1 year | -9.27 | -9.13 | 102% |
| Returns for 3 years | 0.56 | -13.27 | -4% |
| Returns for 5 years | 49.90 | -4.37 | -1,142% |
| Returns for 10 years | 26.80 | -10.56 | -254% |
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