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JVMTX vs NQVRX
JVMTX vs NQVRX Comparison
Open Charts JVMTX vs NQVRX
JHancock Disciplined Value Mid Cap R4
Price$27.79
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Nuveen Multi Cap Value I
Price$55.97
Change+$0.73 (+1.32%)
VolumeN/A
Net Assets478.24M
JVMTX vs NQVRX Comparison Chart
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JVMTX vs. NQVRX commentary
Jun 07, 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 NQVRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.5B vs. NQVRX (478M). NQVRX pays higher dividends than JVMTX: NQVRX (1.53) vs JVMTX (0.67). JVMTX was incepted earlier than NQVRX: JVMTX (12 years) vs NQVRX (28 years). JVMTX (1.11) is less costly to investors than NQVRX (0.92). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NQVRX (24.00). JVMTX has a lower initial minimum investment than NQVRX: JVMTX (0) vs NQVRX (100000). NQVRX annual gain was more profitable for investors over the last year : 10.44 vs. JVMTX (-3.25). NQVRX return over 5 years is better than : 104.45 vs. JVMTX (38.98).
| JVMTX | NQVRX | JVMTX / NQVRX | |
| Total Expense Ratio | 1.00 | 0.91 | 110% |
| Annual Report Gross Expense Ratio | 1.11 | 0.92 | 121% |
| Fund Existence | 12 years | 28 years | - |
| Gain YTD | 2.267 | 0.345 | 657% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 478M | 4,498% |
| Annual Yield % from dividends | 0.67 | 1.53 | 44% |
| Returns for 1 year | -3.25 | 10.44 | -31% |
| Returns for 3 years | 4.26 | 37.23 | 11% |
| Returns for 5 years | 38.98 | 104.45 | 37% |
| Returns for 10 years | 36.45 | 132.57 | 27% |
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