Interact to see
Advertisement
Advertisement
JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$27.24
Change+$0.08 (+0.29%)
VolumeN/A
Net Assets22.58B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.35
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets51.96M
JVMCX vs NBRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. NBRTX commentary
Jul 19, 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: 22.6B vs. NBRTX (52M). NBRTX pays higher dividends than JVMCX: NBRTX (0.73) 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 : -3.03 vs. NBRTX (-3.73). NBRTX return over 5 years is better than : 74.64 vs. JVMCX (49.91).
| 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 | 7.352 | 0.343 | 2,143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52M | 43,462% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | -3.03 | -3.73 | 81% |
| Returns for 3 years | 20.46 | 18.10 | 113% |
| Returns for 5 years | 49.91 | 74.64 | 67% |
| Returns for 10 years | 33.62 | 24.20 | 139% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHG | 29.73 | 0.16 | +0.54% |
| Schwab US Large-Cap Growth ETF™ | |||
| IGLD | 21.80 | 0.06 | +0.28% |
| FT Vest Gold Strategy Trgt Inc ETF | |||
| USIN | 49.62 | N/A | N/A |
| WisdomTree 7-10 Year Laddered Trsy ETF | |||
| MQY | 10.92 | -0.03 | -0.27% |
| Blackrock Muni Yield Quality Fund | |||
| HYXU | 54.34 | -0.15 | -0.27% |
| iShares International High Yield Bd ETF | |||