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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JHancock Disciplined Value Mid Cap A
Price$27.49
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets22.5B
Neuberger Berman M/C Intrinsic Val C
Price$25.86
Change+$0.08 (+0.31%)
VolumeN/A
Net Assets52.12M
JVMAX vs NBRCX Comparison Chart in %
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JVMAX vs. NBRCX commentary
Jul 11, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. NBRCX (52.1M). JVMAX pays higher dividends than NBRCX: JVMAX (0.58) 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 (1.13). 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. JVMAX annual gain was more profitable for investors over the last year : 2.86 vs. NBRCX (0.35). NBRCX return over 5 years is better than : 73.72 vs. JVMAX (60.84).
| JVMAX | NBRCX | JVMAX / NBRCX | |
| Total Expense Ratio | 1.12 | 1.96 | 57% |
| Annual Report Gross Expense Ratio | 1.13 | 2.51 | 45% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 7.710 | -0.039 | -19,885% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 52.1M | 43,186% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | 2.86 | 0.35 | 818% |
| Returns for 3 years | 21.07 | 15.35 | 137% |
| Returns for 5 years | 60.84 | 73.72 | 83% |
| Returns for 10 years | 41.49 | 9.17 | 453% |
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