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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$26.48
Change+$0.26 (+0.99%)
VolumeN/A
Net Assets21.72B
Neuberger Berman M/C Intrinsic Val Inst
Price$25.65
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets50.18M
JVMCX vs NBRTX Comparison Chart in %
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JVMCX vs. NBRTX commentary
Jun 27, 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: 21.7B vs. NBRTX (50.2M). 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: 49.00 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 : -2.20 vs. NBRTX (-2.61). NBRTX return over 5 years is better than : 76.52 vs. JVMCX (54.53).
| 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 | 3.636 | -3.506 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 50.2M | 43,227% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -2.20 | -2.61 | 84% |
| Returns for 3 years | 13.62 | 11.25 | 121% |
| Returns for 5 years | 54.53 | 76.52 | 71% |
| Returns for 10 years | 30.79 | 18.58 | 166% |
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