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JVMTX vs NCAVX
JVMTX vs NCAVX Comparison
Open Charts JVMTX vs NCAVX
JHancock Disciplined Value Mid Cap R4
Price$26.64
Change-$0.09 (-0.34%)
VolumeN/A
Net Assets21.32B
Nuance Concentrated Value Investor
Price$11.68
Change+$0.02 (+0.17%)
VolumeN/A
Net Assets119.84M
JVMTX vs NCAVX Comparison Chart
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JVMTX vs. NCAVX commentary
Mar 28, 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: 21.3B vs. NCAVX (120M). NCAVX pays higher dividends than JVMTX: NCAVX (1.57) vs JVMTX (0.67). 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). NCAVX annual gain was more profitable for investors over the last year : -3.67 vs. JVMTX (-7.92). JVMTX return over 5 years is better than : 76.30 vs. NCAVX (6.72).
| 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 | -0.632 | -5.663 | 11% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.3B | 120M | 17,750% |
| Annual Yield % from dividends | 0.67 | 1.57 | 43% |
| Returns for 1 year | -7.92 | -3.67 | 216% |
| Returns for 3 years | -2.72 | -12.70 | 21% |
| Returns for 5 years | 76.30 | 6.72 | 1,135% |
| Returns for 10 years | 34.12 | -3.56 | -957% |
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