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JVMAX vs NBRVX
JVMAX vs NBRVX Comparison
Open Charts JVMAX vs NBRVX
JHancock Disciplined Value Mid Cap A
Price$23.74
Change+$1.71 (+7.76%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val I
Price$22.99
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets42.91M
JVMAX vs NBRVX Comparison Chart
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JVMAX vs. NBRVX commentary
Apr 11, 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 Hold and NBRVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 18.5B vs. NBRVX (42.9M). NBRVX pays higher dividends than JVMAX: NBRVX (0.66) vs JVMAX (0.61). JVMAX was incepted earlier than NBRVX: JVMAX (28 years) vs NBRVX (26 years). NBRVX (1.53) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBRVX (29.00). JVMAX (1000) and NBRVX (1000) have matching initial minimum investment requirements. JVMAX (-20.84) and NBRVX (-21.44) have marching annual gain over last year. NBRVX return over 5 years is better than : 56.63 vs. JVMAX (36.10).
| JVMAX | NBRVX | JVMAX / NBRVX | |
| Total Expense Ratio | 1.12 | 1.50 | 75% |
| Annual Report Gross Expense Ratio | 1.13 | 1.53 | 74% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | -13.336 | -20.122 | 66% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 42.9M | 43,124% |
| Annual Yield % from dividends | 0.61 | 0.66 | 93% |
| Returns for 1 year | -20.84 | -21.44 | 97% |
| Returns for 3 years | -13.99 | -17.70 | 79% |
| Returns for 5 years | 36.10 | 56.63 | 64% |
| Returns for 10 years | 11.67 | -5.53 | -211% |
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