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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JHancock Disciplined Value Mid Cap I
Price$29.03
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets23.48B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.24
Change-$0.16 (-0.58%)
VolumeN/A
Net Assets48.54M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX commentary
Nov 20, 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 Hold and NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.5B vs. NBRTX (48.5M). JVMIX pays higher dividends than NBRTX: JVMIX (0.75) vs NBRTX (0.67). JVMIX was incepted earlier than NBRTX: JVMIX (28 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMIX has a lower initial minimum investment than NBRTX: JVMIX (250000) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : -2.33 vs. JVMIX (-6.42). NBRTX return over 5 years is better than : 54.67 vs. JVMIX (32.85).
| JVMIX | NBRTX | JVMIX / NBRTX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.36 | 63% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 7.829 | 4.421 | 177% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.5B | 48.5M | 48,454% |
| Annual Yield % from dividends | 0.75 | 0.67 | 112% |
| Returns for 1 year | -6.42 | -2.33 | 275% |
| Returns for 3 years | 12.74 | 13.93 | 91% |
| Returns for 5 years | 32.85 | 54.67 | 60% |
| Returns for 10 years | 45.13 | 37.45 | 121% |
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