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JVMTX vs NQVRX
JVMTX vs NQVRX Comparison
Open Charts JVMTX vs NQVRX
JHancock Disciplined Value Mid Cap R4
Price$28.38
Change+$0.10 (+0.35%)
VolumeN/A
Net Assets21.93B
Nuveen Multi Cap Value I
Price$57.35
Change+$0.78 (+1.38%)
VolumeN/A
Net Assets502.2M
JVMTX vs NQVRX Comparison Chart in %
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JVMTX vs. NQVRX commentary
Jun 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 NQVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 21.9B vs. NQVRX (502M). 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: 49.00 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 : 12.53 vs. JVMTX (-0.69). NQVRX return over 5 years is better than : 132.98 vs. JVMTX (61.02).
| 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 | 4.088 | 2.761 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.9B | 502M | 4,363% |
| Annual Yield % from dividends | 0.67 | 1.53 | 44% |
| Returns for 1 year | -0.69 | 12.53 | -6% |
| Returns for 3 years | 16.80 | 52.53 | 32% |
| Returns for 5 years | 61.02 | 132.98 | 46% |
| Returns for 10 years | 41.72 | 142.68 | 29% |
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