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JVMAX vs NBMRX
JVMAX vs NBMRX Comparison
Open Charts JVMAX vs NBMRX
JHancock Disciplined Value Mid Cap A
Price$26.24
Change+$0.26 (+1.00%)
VolumeN/A
Net Assets21.45B
Neuberger Berman M/C Intrinsic Val R6
Price$25.15
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets49.66M
JVMAX vs NBMRX Comparison Chart
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JVMAX vs. NBMRX 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 JVMAX is a Buy and NBMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. NBMRX (49.7M). NBMRX pays higher dividends than JVMAX: NBMRX (0.85) vs JVMAX (0.60). JVMAX was incepted earlier than NBMRX: JVMAX (28 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBMRX (29.00). NBMRX has a lower initial minimum investment than JVMAX: NBMRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : -3.90 vs. NBMRX (-5.14). NBMRX return over 5 years is better than : 54.65 vs. JVMAX (36.66).
| JVMAX | NBMRX | JVMAX / NBMRX | |
| Total Expense Ratio | 1.12 | 0.75 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 1.72 | 66% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 2.203 | -4.726 | -47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.60 | 0.85 | 70% |
| Returns for 1 year | -3.90 | -5.14 | 76% |
| Returns for 3 years | 3.02 | 0.60 | 502% |
| Returns for 5 years | 36.66 | 54.65 | 67% |
| Returns for 10 years | 32.40 | N/A | - |
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