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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
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 C
Price$24.45
Change-$0.08 (-0.33%)
VolumeN/A
Net Assets49.66M
JVMAX vs NBRCX Comparison Chart
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JVMAX vs. NBRCX 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 NBRCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.5B vs. NBRCX (49.7M). JVMAX pays higher dividends than NBRCX: JVMAX (0.60) 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: 47.00 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 : -3.90 vs. NBRCX (-6.34). NBRCX return over 5 years is better than : 45.93 vs. JVMAX (36.66).
| 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 | 2.203 | -4.886 | -45% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.60 | 0.00 | - |
| Returns for 1 year | -3.90 | -6.34 | 62% |
| Returns for 3 years | 3.02 | -1.76 | -171% |
| Returns for 5 years | 36.66 | 45.93 | 80% |
| Returns for 10 years | 32.40 | 1.04 | 3,115% |
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