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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$23.46
Change+$0.22 (+0.95%)
VolumeN/A
Net Assets19.44B
Neuberger Berman M/C Intrinsic Val Inst
Price$22.47
Change+$0.23 (+1.03%)
VolumeN/A
Net Assets45.02M
JVMAX vs NBRTX Comparison Chart
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JVMAX vs. NBRTX commentary
Apr 18, 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 StrongBuy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 19.4B vs. NBRTX (45M). NBRTX pays higher dividends than JVMAX: NBRTX (0.77) vs JVMAX (0.61). JVMAX was incepted earlier than NBRTX: JVMAX (28 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBRTX (29.00). JVMAX has a lower initial minimum investment than NBRTX: JVMAX (1000) vs NBRTX (1000000). NBRTX (-11.55) and JVMAX (-11.80) have marching annual gain over last year. NBRTX return over 5 years is better than : 68.35 vs. JVMAX (45.43).
| JVMAX | NBRTX | JVMAX / NBRTX | |
| Total Expense Ratio | 1.12 | 0.85 | 132% |
| Annual Report Gross Expense Ratio | 1.13 | 1.36 | 83% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | -8.576 | -15.244 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 45M | 43,111% |
| Annual Yield % from dividends | 0.61 | 0.77 | 79% |
| Returns for 1 year | -11.80 | -11.55 | 102% |
| Returns for 3 years | -9.16 | -12.55 | 73% |
| Returns for 5 years | 45.43 | 68.35 | 66% |
| Returns for 10 years | 18.32 | 2.25 | 816% |
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