Interact to see
Advertisement
Advertisement
JVMIX vs NBREX
JVMIX vs NBREX Comparison
Open Charts JVMIX vs NBREX
JHancock Disciplined Value Mid Cap I
Price$30.14
Change-$0.02 (-0.07%)
VolumeN/A
Net Assets24.35B
Neuberger Berman M/C Intrinsic Val Tr
Price$27.98
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets52.43M
JVMIX vs NBREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NBREX commentary
Sep 18, 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 JVMIX is a Buy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NBREX (52.4M). JVMIX pays higher dividends than NBREX: JVMIX (0.74) vs NBREX (0.35). JVMIX was incepted earlier than NBREX: JVMIX (28 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMIX: NBREX (0) vs JVMIX (250000). NBREX annual gain was more profitable for investors over the last year : 4.43 vs. JVMIX (0.63). NBREX return over 5 years is better than : 79.09 vs. JVMIX (56.17).
| JVMIX | NBREX | JVMIX / NBREX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.73 | 50% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 11.911 | 6.314 | 189% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52.4M | 46,374% |
| Annual Yield % from dividends | 0.74 | 0.35 | 210% |
| Returns for 1 year | 0.63 | 4.43 | 14% |
| Returns for 3 years | 25.37 | 21.03 | 121% |
| Returns for 5 years | 56.17 | 79.09 | 71% |
| Returns for 10 years | 59.78 | 32.93 | 182% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement