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JVMSX vs NCAVX
JVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVX
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
Nuance Concentrated Value Investor
Price$11.32
Change-$0.40 (-3.41%)
VolumeN/A
Net Assets120.37M
JVMSX vs NCAVX Comparison Chart
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JVMSX vs. NCAVX 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 JVMSX is a Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. NCAVX (120M). NCAVX pays higher dividends than JVMSX: NCAVX (1.97) vs JVMSX (0.45). 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 annual gain was more profitable for investors over the last year : -3.05 vs. JVMSX (-8.36). JVMSX return over 5 years is better than : 87.70 vs. NCAVX (11.04).
| 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 | -0.186 | -4.606 | 4% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 120M | 17,833% |
| Annual Yield % from dividends | 0.45 | 1.97 | 23% |
| Returns for 1 year | -8.36 | -3.05 | 274% |
| Returns for 3 years | -1.41 | -12.61 | 11% |
| Returns for 5 years | 87.70 | 11.04 | 794% |
| Returns for 10 years | 30.55 | -4.40 | -694% |
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