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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
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 Inst
Price$28.00
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets52.43M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX commentary
Sep 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 JVMIX is a Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NBRTX (52.4M). JVMIX pays higher dividends than NBRTX: JVMIX (0.74) vs NBRTX (0.69). 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 : 4.78 vs. JVMIX (0.63). NBRTX return over 5 years is better than : 81.51 vs. JVMIX (56.17).
| 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 | 11.911 | 6.593 | 181% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52.4M | 46,374% |
| Annual Yield % from dividends | 0.74 | 0.69 | 108% |
| Returns for 1 year | 0.63 | 4.78 | 13% |
| Returns for 3 years | 25.37 | 21.84 | 116% |
| Returns for 5 years | 56.17 | 81.51 | 69% |
| Returns for 10 years | 59.78 | 41.86 | 143% |