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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JHancock Disciplined Value Mid Cap A
Price$28.39
Change-$0.07 (-0.25%)
VolumeN/A
Net AssetsN/A
Neuberger Berman M/C Intrinsic Val C
Price$27.27
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets52.43M
JVMAX vs NBRCX Comparison Chart in %
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JVMAX vs. NBRCX commentary
Sep 17, 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 NBRCX is a Hold.
FUNDAMENTALS
Fundamentals
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 : 4.39 vs. JVMAX (0.43). NBRCX return over 5 years is better than : 71.82 vs. JVMAX (51.03).
| JVMAX | NBRCX | JVMAX / NBRCX | |
| Total Expense Ratio | 1.10 | 1.96 | 56% |
| Annual Report Gross Expense Ratio | 1.11 | 2.51 | 44% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 11.959 | 5.933 | 202% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 52.4M | - |
| Annual Yield % from dividends | 0.55 | 0.00 | - |
| Returns for 1 year | 0.43 | 4.39 | 10% |
| Returns for 3 years | 23.74 | 19.09 | 124% |
| Returns for 5 years | 51.03 | 71.82 | 71% |
| Returns for 10 years | 53.93 | 24.70 | 218% |
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