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JVMRX vs NBREX
JVMRX vs NBREX Comparison
Open Charts JVMRX vs NBREX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Neuberger Berman M/C Intrinsic Val Tr
Price$27.61
Change+$0.26 (+0.95%)
VolumeN/A
Net Assets51.74M
JVMRX vs NBREX Comparison Chart in %
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JVMRX vs. NBREX commentary
Aug 29, 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: 24B vs. NBREX (51.7M). JVMRX pays higher dividends than NBREX: JVMRX (0.86) vs NBREX (0.37). JVMRX was incepted earlier than NBREX: JVMRX (14 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMRX: NBREX (0) vs JVMRX (1000000). NBREX annual gain was more profitable for investors over the last year : 1.13 vs. JVMRX (0.90). NBREX return over 5 years is better than : 70.49 vs. JVMRX (53.09).
| JVMRX | NBREX | JVMRX / NBREX | |
| Total Expense Ratio | 0.74 | 1.25 | 59% |
| Annual Report Gross Expense Ratio | 0.75 | 1.73 | 43% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 11.507 | 4.032 | 285% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 51.7M | 46,422% |
| Annual Yield % from dividends | 0.86 | 0.37 | 235% |
| Returns for 1 year | 0.90 | 1.13 | 80% |
| Returns for 3 years | 20.98 | 13.84 | 152% |
| Returns for 5 years | 53.09 | 70.49 | 75% |
| Returns for 10 years | 58.84 | 28.31 | 208% |
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