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JVMAX vs NBRAX
JVMAX vs NBRAX Comparison
Open Charts JVMAX vs NBRAX
JHancock Disciplined Value Mid Cap A
Price$23.31
Change+$0.35 (+1.52%)
VolumeN/A
Net Assets19.24B
Neuberger Berman M/C Intrinsic Val A
Price$22.25
Change+$0.32 (+1.46%)
VolumeN/A
Net Assets44.86M
JVMAX vs NBRAX Comparison Chart
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JVMAX vs. NBRAX commentary
Apr 12, 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 Hold and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.2B vs. NBRAX (44.9M). JVMAX pays higher dividends than NBRAX: JVMAX (0.61) vs NBRAX (0.41). JVMAX was incepted earlier than NBRAX: JVMAX (28 years) vs NBRAX (15 years). NBRAX (1.78) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBRAX (29.00). NBRAX initial investment is less costly to investors than JVMAX (5%) vs JVMAX (5%). JVMAX (1000) and NBRAX (1000) have matching initial minimum investment requirements. JVMAX (-15.78) and NBRAX (-16.38) have marching annual gain over last year. NBRAX return over 5 years is better than : 62.40 vs. JVMAX (41.84).
| JVMAX | NBRAX | JVMAX / NBRAX | |
| Total Expense Ratio | 1.12 | 1.21 | 93% |
| Annual Report Gross Expense Ratio | 1.13 | 1.78 | 63% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -9.677 | -16.584 | 58% |
| Front Load | 5% | 6% | 87% |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 44.9M | 42,762% |
| Annual Yield % from dividends | 0.61 | 0.41 | 152% |
| Returns for 1 year | -15.78 | -16.38 | 96% |
| Returns for 3 years | -9.52 | -13.99 | 68% |
| Returns for 5 years | 41.84 | 62.40 | 67% |
| Returns for 10 years | 16.95 | -5.83 | -291% |
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