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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$26.03
Change+$0.25 (+0.97%)
VolumeN/A
Net Assets21.45B
Neuberger Berman M/C Intrinsic Val Inst
Price$25.15
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets49.66M
JVMCX vs NBRTX Comparison Chart
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JVMCX vs. NBRTX commentary
Jun 07, 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 JVMCX is a Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. NBRTX (49.7M). NBRTX pays higher dividends than JVMCX: NBRTX (0.76) vs JVMCX (0.00). JVMCX was incepted earlier than NBRTX: JVMCX (14 years) vs NBRTX (15 years). JVMCX (1.88) is less costly to investors than NBRTX (1.36). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NBRTX (29.00). JVMCX has a lower initial minimum investment than NBRTX: JVMCX (1000) vs NBRTX (1000000). JVMCX annual gain was more profitable for investors over the last year : -4.66 vs. NBRTX (-5.22). NBRTX return over 5 years is better than : 52.47 vs. JVMCX (33.39).
| JVMCX | NBRTX | JVMCX / NBRTX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 1.88 | 1.36 | 138% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 1.897 | -4.726 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -4.66 | -5.22 | 89% |
| Returns for 3 years | 1.47 | -0.69 | -212% |
| Returns for 5 years | 33.39 | 52.47 | 64% |
| Returns for 10 years | 25.96 | 14.73 | 176% |
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