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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$29.01
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$27.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMAX vs NBRTX Comparison Chart
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JVMAX vs. NBRTX commentary
Sep 21, 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: 23.1B vs. NBRTX (55.6M). 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 annual gain was more profitable for investors over the last year : 15.86 vs. NBRTX (13.06). JVMAX return over 5 years is better than : 40.80 vs. NBRTX (35.49).
| 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 | 9.927 | 5.218 | 190% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 55.6M | 41,547% |
| Annual Yield % from dividends | 0.67 | 0.66 | 101% |
| Returns for 1 year | 15.86 | 13.06 | 121% |
| Returns for 3 years | 9.43 | 12.44 | 76% |
| Returns for 5 years | 40.80 | 35.49 | 115% |
| Returns for 10 years | 55.08 | 20.47 | 269% |
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