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JVMAX vs NBREX
JVMAX vs NBREX Comparison
Open Charts JVMAX vs NBREX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val Tr
Price$22.98
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets47M
JVMAX vs NBREX Comparison Chart
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JVMAX vs. NBREX commentary
Apr 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 Hold and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. NBREX (47M). JVMAX pays higher dividends than NBREX: JVMAX (0.61) vs NBREX (0.40). JVMAX was incepted earlier than NBREX: JVMAX (28 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMAX: NBREX (0) vs JVMAX (1000). JVMAX (-20.84) and NBREX (-21.63) have marching annual gain over last year. NBREX return over 5 years is better than : 55.38 vs. JVMAX (36.10).
| JVMAX | NBREX | JVMAX / NBREX | |
| Total Expense Ratio | 1.12 | 1.25 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.73 | 65% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -13.336 | -20.160 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 47M | 39,362% |
| Annual Yield % from dividends | 0.61 | 0.40 | 155% |
| Returns for 1 year | -20.84 | -21.63 | 96% |
| Returns for 3 years | -13.99 | -18.05 | 78% |
| Returns for 5 years | 36.10 | 55.38 | 65% |
| Returns for 10 years | 11.67 | -10.38 | -112% |
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