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JVMTX vs NCAVX
JVMTX vs NCAVX Comparison
Open Charts JVMTX vs NCAVX
JHancock Disciplined Value Mid Cap R4
Price$27.24
Change-$0.60 (-2.16%)
VolumeN/A
Net Assets21.79B
Nuance Concentrated Value Investor
Price$11.59
Change-$0.19 (-1.61%)
VolumeN/A
Net Assets115.08M
JVMTX vs NCAVX Comparison Chart
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JVMTX vs. NCAVX commentary
May 22, 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 JVMTX is a Buy and NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.8B vs. NCAVX (115M). NCAVX pays higher dividends than JVMTX: NCAVX (2.00) vs JVMTX (0.71). JVMTX was incepted earlier than NCAVX: JVMTX (12 years) vs NCAVX (13 years). NCAVX (1.38) is less costly to investors than JVMTX (1.11). NCAVX is a more actively managed with annual turnover of: 88.00 vs. JVMTX (47.00). JVMTX has a lower initial minimum investment than NCAVX: JVMTX (0) vs NCAVX (2500). JVMTX annual gain was more profitable for investors over the last year : -4.36 vs. NCAVX (-6.94). JVMTX return over 5 years is better than : 61.31 vs. NCAVX (-1.88).
| JVMTX | NCAVX | JVMTX / NCAVX | |
| Total Expense Ratio | 1.00 | 1.29 | 78% |
| Annual Report Gross Expense Ratio | 1.11 | 1.38 | 80% |
| Fund Existence | 12 years | 13 years | - |
| Gain YTD | 3.456 | -4.118 | -84% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 115M | 18,957% |
| Annual Yield % from dividends | 0.71 | 2.00 | 35% |
| Returns for 1 year | -4.36 | -6.94 | 63% |
| Returns for 3 years | 12.71 | -7.52 | -169% |
| Returns for 5 years | 61.31 | -1.88 | -3,268% |
| Returns for 10 years | 35.64 | -7.55 | -472% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| INDF | 38.71 | -0.04 | -0.11% |
| Range India Financials ETF | |||
| EDC | 34.31 | -0.20 | -0.58% |
| Direxion Daily MSCI Em Mkts Bull 3X ETF | |||
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| iShares Global Materials ETF | |||
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| Nuveen AMT-Free Quality Municipal Income Fund | |||