JVMRX
Price
$25.85
Change
+$0.04 (+0.15%)
Updated
May 1 closing price
Net Assets
20.25B
NBRCX
Price
$23.13
Change
+$0.06 (+0.26%)
Updated
May 1 closing price
Net Assets
47.63M
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JVMRX vs NBRCX

Header iconJVMRX vs NBRCX Comparison
Open Charts JVMRX vs NBRCXBanner chart's image
JHancock Disciplined Value Mid Cap R6
Price$25.85
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets20.25B
Neuberger Berman M/C Intrinsic Val C
Price$23.13
Change+$0.06 (+0.26%)
VolumeN/A
Net Assets47.63M
JVMRX vs NBRCX Comparison Chart
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JVMRX vs. NBRCX commentary
May 03, 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 Buy and NBRCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 20.2B vs. NBRCX (47.6M). JVMRX pays higher dividends than NBRCX: JVMRX (0.96) vs NBRCX (0.00). JVMRX was incepted earlier than NBRCX: JVMRX (14 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NBRCX (29.00). NBRCX has a lower initial minimum investment than JVMRX: NBRCX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -7.39 vs. NBRCX (-8.12). NBRCX return over 5 years is better than : 69.38 vs. JVMRX (56.12).
JVMRXNBRCXJVMRX / NBRCX
Total Expense Ratio0.751.9638%
Annual Report Gross Expense Ratio0.762.5130%
Fund Existence14 years15 years-
Gain YTD-4.195-10.54740%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets20.2B47.6M42,437%
Annual Yield % from dividends0.960.00-
Returns for 1 year-7.39-8.1291%
Returns for 3 years0.65-5.61-12%
Returns for 5 years56.1269.3881%
Returns for 10 years29.07-5.81-500%
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