Interact to see
Advertisement
Advertisement
JVMSX vs NCAVX
JVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVX
JHancock Disciplined Value Mid Cap R2
Price$28.87
Change+$0.30 (+1.05%)
VolumeN/A
Net Assets22.33B
Nuance Concentrated Value Investor
Price$12.23
Change+$0.05 (+0.41%)
VolumeN/A
Net Assets108.32M
JVMSX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMSX vs. NCAVX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.3B vs. NCAVX (108M). NCAVX pays higher dividends than JVMSX: NCAVX (0.99) vs JVMSX (0.42). 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: 105.00 vs. JVMSX (49.00). JVMSX has a lower initial minimum investment than NCAVX: JVMSX (0) vs NCAVX (2500). JVMSX annual gain was more profitable for investors over the last year : -2.89 vs. NCAVX (-3.56). JVMSX return over 5 years is better than : 53.14 vs. NCAVX (-3.89).
| 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 | 6.565 | -0.788 | -833% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 108M | 20,648% |
| Annual Yield % from dividends | 0.42 | 0.99 | 42% |
| Returns for 1 year | -2.89 | -3.56 | 81% |
| Returns for 3 years | 21.83 | -1.25 | -1,753% |
| Returns for 5 years | 53.14 | -3.89 | -1,366% |
| Returns for 10 years | 40.86 | -0.94 | -4,350% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement