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JVMRX vs NBREX
JVMRX vs NBREX Comparison
Open Charts JVMRX vs NBREX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Neuberger Berman M/C Intrinsic Val Tr
Price$25.16
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets49.66M
JVMRX vs NBREX Comparison Chart
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JVMRX vs. NBREX commentary
Jun 07, 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 NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 21.5B vs. NBREX (49.7M). JVMRX pays higher dividends than NBREX: JVMRX (0.91) vs NBREX (0.39). 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 : -2.97 vs. NBREX (-5.54). NBREX return over 5 years is better than : 50.34 vs. JVMRX (40.13).
| 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 | 2.376 | -4.869 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.91 | 0.39 | 234% |
| Returns for 1 year | -2.97 | -5.54 | 54% |
| Returns for 3 years | 4.82 | -1.29 | -375% |
| Returns for 5 years | 40.13 | 50.34 | 80% |
| Returns for 10 years | 38.58 | 7.55 | 511% |
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