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JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JHancock Disciplined Value Mid Cap A
Price$27.48
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets22.57B
Neuberger Berman M/C Intrinsic Val C
Price$25.78
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets52.12M
JVMAX vs NBRCX Comparison Chart in %
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JVMAX vs. NBRCX commentary
Jul 15, 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: 22.6B 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 : -0.41 vs. NBRCX (-3.41). NBRCX return over 5 years is better than : 66.73 vs. JVMAX (53.98).
| 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 | 7.947 | -0.116 | -6,831% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.1M | 43,378% |
| Annual Yield % from dividends | 0.58 | 0.00 | - |
| Returns for 1 year | -0.41 | -3.41 | 12% |
| Returns for 3 years | 22.25 | 15.98 | 139% |
| Returns for 5 years | 53.98 | 66.73 | 81% |
| Returns for 10 years | 40.47 | 8.73 | 464% |
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