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JVMAX vs NBRRX
JVMAX vs NBRRX Comparison
Open Charts JVMAX vs NBRRX
JHancock Disciplined Value Mid Cap A
Price$24.08
Change-$0.09 (-0.37%)
VolumeN/A
Net Assets20.07B
Neuberger Berman M/C Intrinsic Val R3
Price$23.32
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets47.21M
JVMAX vs NBRRX Comparison Chart
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JVMAX vs. NBRRX commentary
Apr 28, 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 NBRRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 20.1B vs. NBRRX (47.2M). JVMAX pays higher dividends than NBRRX: JVMAX (0.61) vs NBRRX (0.22). JVMAX was incepted earlier than NBRRX: JVMAX (28 years) vs NBRRX (15 years). NBRRX (2.06) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBRRX (29.00). NBRRX has a lower initial minimum investment than JVMAX: NBRRX (0) vs JVMAX (1000). NBRRX annual gain was more profitable for investors over the last year : -9.54 vs. JVMAX (-10.27). NBRRX return over 5 years is better than : 75.04 vs. JVMAX (52.75).
| JVMAX | NBRRX | JVMAX / NBRRX | |
| Total Expense Ratio | 1.12 | 1.46 | 77% |
| Annual Report Gross Expense Ratio | 1.13 | 2.06 | 55% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -5.271 | -11.162 | 47% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.1B | 47.2M | 42,585% |
| Annual Yield % from dividends | 0.61 | 0.22 | 283% |
| Returns for 1 year | -10.27 | -9.54 | 108% |
| Returns for 3 years | -2.42 | -5.49 | 44% |
| Returns for 5 years | 52.75 | 75.04 | 70% |
| Returns for 10 years | 22.36 | -1.88 | -1,188% |
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