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JVMRX vs NBRAX
JVMRX vs NBRAX Comparison
Open Charts JVMRX vs NBRAX
JHancock Disciplined Value Mid Cap R6
Price$24.72
Change+$0.37 (+1.52%)
VolumeN/A
Net Assets19.24B
Neuberger Berman M/C Intrinsic Val A
Price$22.25
Change+$0.32 (+1.46%)
VolumeN/A
Net Assets44.86M
JVMRX vs NBRAX Comparison Chart
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JVMRX vs. NBRAX commentary
Apr 12, 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 JVMRX is a Hold and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.2B vs. NBRAX (44.9M). JVMRX pays higher dividends than NBRAX: JVMRX (0.94) vs NBRAX (0.41). JVMRX was incepted earlier than NBRAX: JVMRX (14 years) vs NBRAX (15 years). NBRAX (1.78) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NBRAX (29.00). NBRAX has a lower initial minimum investment than JVMRX: NBRAX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -14.99 vs. NBRAX (-16.38). NBRAX return over 5 years is better than : 62.40 vs. JVMRX (45.40).
| JVMRX | NBRAX | JVMRX / NBRAX | |
| Total Expense Ratio | 0.75 | 1.21 | 62% |
| Annual Report Gross Expense Ratio | 0.76 | 1.78 | 43% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | -9.614 | -16.584 | 58% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.2B | 44.9M | 42,762% |
| Annual Yield % from dividends | 0.94 | 0.41 | 232% |
| Returns for 1 year | -14.99 | -16.38 | 92% |
| Returns for 3 years | -7.97 | -13.99 | 57% |
| Returns for 5 years | 45.40 | 62.40 | 73% |
| Returns for 10 years | 22.35 | -5.83 | -383% |
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