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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$28.43
Change-$0.90 (-3.07%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
JVMAX vs NBRTX Comparison Chart
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JVMAX vs. NBRTX commentary
Dec 19, 2024
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 NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. NBRTX (55.6M). JVMAX (0.67) and NBRTX (0.66) have matching dividends . JVMAX was incepted earlier than NBRTX: JVMAX (28 years) vs NBRTX (15 years). JVMAX is a more actively managed with annual turnover of: 41.00 vs. NBRTX (15.00). JVMAX has a lower initial minimum investment than NBRTX: JVMAX (1000) vs NBRTX (1000000). JVMAX annual gain was more profitable for investors over the last year : 10.66 vs. NBRTX (7.82). JVMAX return over 5 years is better than : 39.81 vs. NBRTX (33.66).
| JVMAX | NBRTX | JVMAX / NBRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 12.851 | 6.384 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 55.6M | 42,086% |
| Annual Yield % from dividends | 0.67 | 0.66 | 101% |
| Returns for 1 year | 10.66 | 7.82 | 136% |
| Returns for 3 years | 16.69 | 8.67 | 192% |
| Returns for 5 years | 39.81 | 33.66 | 118% |
| Returns for 10 years | 55.64 | 30.72 | 181% |
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