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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$24.88
Change+$0.24 (+0.97%)
VolumeN/A
Net Assets20.63B
Neuberger Berman M/C Intrinsic Val Inst
Price$24.36
Change+$0.43 (+1.80%)
VolumeN/A
Net Assets48.1M
JVMCX vs NBRTX Comparison Chart
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JVMCX vs. NBRTX commentary
May 09, 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: 20.6B vs. NBRTX (48.1M). NBRTX pays higher dividends than JVMCX: NBRTX (0.80) 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). NBRTX annual gain was more profitable for investors over the last year : -9.04 vs. JVMCX (-9.51). NBRTX return over 5 years is better than : 72.95 vs. JVMCX (46.17).
| 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 | -2.609 | -8.803 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 48.1M | 42,827% |
| Annual Yield % from dividends | 0.00 | 0.80 | - |
| Returns for 1 year | -9.51 | -9.04 | 105% |
| Returns for 3 years | 2.43 | 2.57 | 94% |
| Returns for 5 years | 46.17 | 72.95 | 63% |
| Returns for 10 years | 19.98 | 9.16 | 218% |
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