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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$31.93
Change-$0.06 (-0.19%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$28.78
Change-$0.10 (-0.35%)
VolumeN/A
CapitalizationN/A
JVMRX vs NBRTX Comparison Chart
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JVMRX vs. NBRTX commentary
Nov 14, 2024
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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. NBRTX (59.1M). JVMRX pays higher dividends than NBRTX: JVMRX (0.93) vs NBRTX (0.66). JVMRX was incepted earlier than NBRTX: JVMRX (13 years) vs NBRTX (15 years). JVMRX is a more actively managed with annual turnover of: 41.00 vs. NBRTX (15.00). JVMRX (1000000) and NBRTX (1000000) have matching initial minimum investment requirements. JVMRX (26.99) and NBRTX (26.29) have marching annual gain over last year. JVMRX (48.86) and NBRTX (47.13) have equivalent 5 years return.
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 16.923 | 13.299 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 59.1M | 41,117% |
| Annual Yield % from dividends | 0.93 | 0.66 | 141% |
| Returns for 1 year | 26.99 | 26.29 | 103% |
| Returns for 3 years | 9.92 | 11.95 | 83% |
| Returns for 5 years | 48.86 | 47.13 | 104% |
| Returns for 10 years | 67.67 | 27.92 | 242% |
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