JVMAX
Price
$28.17
Change
-$0.15 (-0.53%)
Updated
Oct 22 closing price
Net Assets
24.29B
NBRCX
Price
$27.56
Change
-$0.23 (-0.83%)
Updated
Oct 22 closing price
Net Assets
51.88M
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JVMAX vs NBRCX

Header iconJVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCXBanner chart's image
JHancock Disciplined Value Mid Cap A
Price$28.17
Change-$0.15 (-0.53%)
VolumeN/A
Net Assets24.29B
Neuberger Berman M/C Intrinsic Val C
Price$27.56
Change-$0.23 (-0.83%)
VolumeN/A
Net Assets51.88M
JVMAX vs NBRCX Comparison Chart in %
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JVMAX vs. NBRCX commentary
Oct 23, 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 NBRCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. NBRCX (51.9M). JVMAX pays higher dividends than NBRCX: JVMAX (0.55) vs NBRCX (0.00). JVMAX was incepted earlier than NBRCX: JVMAX (28 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. NBRCX (29.00). JVMAX (1000) and NBRCX (1000) have matching initial minimum investment requirements. NBRCX annual gain was more profitable for investors over the last year : 2.47 vs. JVMAX (-2.49). NBRCX return over 5 years is better than : 68.32 vs. JVMAX (44.91).
JVMAXNBRCXJVMAX / NBRCX
Total Expense Ratio1.101.9656%
Annual Report Gross Expense Ratio1.112.5144%
Fund Existence28 years15 years-
Gain YTD11.4087.755147%
Front Load5%N/A-
Min. Initial Investment10001000100%
Min. Initial Investment IRAN/AN/A-
Net Assets24.3B51.9M46,821%
Annual Yield % from dividends0.550.00-
Returns for 1 year-2.492.47-101%
Returns for 3 years25.7824.28106%
Returns for 5 years44.9168.3266%
Returns for 10 years47.1623.82198%
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