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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$25.94
Change-$0.45 (-1.71%)
VolumeN/A
Net Assets22.49B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.16
Change-$0.58 (-2.17%)
VolumeN/A
Net Assets54.91M
JVMAX vs NBRTX Comparison Chart
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JVMAX vs. NBRTX commentary
Feb 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 StrongBuy and NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.5B vs. NBRTX (54.9M). 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). NBRTX annual gain was more profitable for investors over the last year : 3.02 vs. JVMAX (-2.62). NBRTX return over 5 years is better than : 31.43 vs. JVMAX (22.67).
| 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 | 2.046 | -0.305 | -671% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 54.9M | 40,984% |
| Annual Yield % from dividends | 0.67 | 0.66 | 101% |
| Returns for 1 year | -2.62 | 3.02 | -87% |
| Returns for 3 years | 2.26 | 6.12 | 37% |
| Returns for 5 years | 22.67 | 31.43 | 72% |
| Returns for 10 years | 32.20 | 21.33 | 151% |
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