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JVMRX vs NBREX
JVMRX vs NBREX Comparison
Open Charts JVMRX vs NBREX
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val Tr
Price$22.98
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets42.91M
JVMRX vs NBREX Comparison Chart
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JVMRX vs. NBREX commentary
Apr 11, 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 NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. NBREX (42.9M). JVMRX pays higher dividends than NBREX: JVMRX (0.94) vs NBREX (0.40). JVMRX was incepted earlier than NBREX: JVMRX (14 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMRX: NBREX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -20.09 vs. NBREX (-21.63). NBREX return over 5 years is better than : 55.38 vs. JVMRX (39.55).
| JVMRX | NBREX | JVMRX / NBREX | |
| Total Expense Ratio | 0.75 | 1.25 | 60% |
| Annual Report Gross Expense Ratio | 0.76 | 1.73 | 44% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -13.252 | -20.160 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 42.9M | 43,124% |
| Annual Yield % from dividends | 0.94 | 0.40 | 237% |
| Returns for 1 year | -20.09 | -21.63 | 93% |
| Returns for 3 years | -12.51 | -18.05 | 69% |
| Returns for 5 years | 39.55 | 55.38 | 71% |
| Returns for 10 years | 16.87 | -10.38 | -162% |
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