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JVMAX vs NBRRX
JVMAX vs NBRRX Comparison
Open Charts JVMAX vs NBRRX
JHancock Disciplined Value Mid Cap A
Price$25.71
Change-$0.57 (-2.17%)
VolumeN/A
Net Assets21.79B
Neuberger Berman M/C Intrinsic Val R3
Price$24.69
Change-$0.63 (-2.49%)
VolumeN/A
Net Assets50.56M
JVMAX vs NBRRX Comparison Chart
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JVMAX vs. NBRRX commentary
May 23, 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: 21.8B vs. NBRRX (50.6M). JVMAX pays higher dividends than NBRRX: JVMAX (0.63) 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). JVMAX annual gain was more profitable for investors over the last year : -5.03 vs. NBRRX (-6.14). NBRRX return over 5 years is better than : 75.97 vs. JVMAX (58.69).
| 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 | 3.383 | -3.543 | -95% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.8B | 50.6M | 43,083% |
| Annual Yield % from dividends | 0.63 | 0.22 | 281% |
| Returns for 1 year | -5.03 | -6.14 | 82% |
| Returns for 3 years | 11.35 | 7.17 | 158% |
| Returns for 5 years | 58.69 | 75.97 | 77% |
| Returns for 10 years | 31.59 | 5.61 | 563% |
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