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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JHancock Disciplined Value Mid Cap A
Price$23.97
Change-$1.42 (-5.59%)
VolumeN/A
Net Assets21.35B
Neuberger Berman M/C Intrinsic Val C
Price$22.59
Change-$1.73 (-7.11%)
VolumeN/A
Net Assets51.03M
JVMAX vs NBRCX Comparison Chart
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JVMAX vs. NBRCX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 21.4B vs. NBRCX (51M). 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. NBRCX annual gain was more profitable for investors over the last year : -8.05 vs. JVMAX (-8.70). NBRCX return over 5 years is better than : 110.56 vs. JVMAX (86.30).
| 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 | -0.118 | -5.700 | 2% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 51M | 41,961% |
| Annual Yield % from dividends | 0.61 | 0.00 | - |
| Returns for 1 year | -8.70 | -8.05 | 108% |
| Returns for 3 years | -2.01 | -6.50 | 31% |
| Returns for 5 years | 86.30 | 110.56 | 78% |
| Returns for 10 years | 28.82 | -0.45 | -6,383% |
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