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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JHancock Disciplined Value Mid Cap A
Price$23.77
Change+$0.22 (+0.93%)
VolumeN/A
Net Assets19.68B
Neuberger Berman M/C Intrinsic Val C
Price$22.34
Change+$0.26 (+1.18%)
VolumeN/A
Net Assets45.62M
JVMAX vs NBRCX Comparison Chart
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JVMAX vs. NBRCX commentary
Apr 24, 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: 19.7B vs. NBRCX (45.6M). JVMAX pays higher dividends than NBRCX: JVMAX (0.61) 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 : -12.41 vs. NBRCX (-13.28). NBRCX return over 5 years is better than : 65.15 vs. JVMAX (49.39).
| 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 | -7.356 | -14.385 | 51% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.7B | 45.6M | 43,202% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -12.41 | -13.28 | 93% |
| Returns for 3 years | -6.58 | -11.64 | 57% |
| Returns for 5 years | 49.39 | 65.15 | 76% |
| Returns for 10 years | 19.37 | -9.62 | -201% |
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