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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$30.23
Change-$0.05 (-0.17%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$28.78
Change-$0.10 (-0.35%)
VolumeN/A
CapitalizationN/A
JVMAX vs NBRTX Comparison Chart
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JVMAX vs. NBRTX commentary
Nov 14, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. NBRTX (59.1M). JVMAX (0.67) and NBRTX (0.66) have matching dividends . JVMAX was incepted earlier than NBRTX: JVMAX (27 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 (26.31) and NBRTX (26.29) have marching annual gain over last year. NBRTX (47.13) and JVMAX (45.97) have equivalent 5 years return.
| JVMAX | NBRTX | JVMAX / NBRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 27 years | 15 years | - |
| Gain YTD | 16.506 | 13.299 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 59.1M | 41,117% |
| Annual Yield % from dividends | 0.67 | 0.66 | 101% |
| Returns for 1 year | 26.31 | 26.29 | 100% |
| Returns for 3 years | 8.34 | 11.95 | 70% |
| Returns for 5 years | 45.97 | 47.13 | 98% |
| Returns for 10 years | 61.05 | 27.92 | 219% |
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