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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$29.18
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets22.58B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.35
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets51.96M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Jul 19, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. NBRTX (52M). JVMRX pays higher dividends than NBRTX: JVMRX (0.88) vs NBRTX (0.73). JVMRX was incepted earlier than NBRTX: JVMRX (14 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMRX (1000000) and NBRTX (1000000) have matching initial minimum investment requirements. JVMRX annual gain was more profitable for investors over the last year : -1.34 vs. NBRTX (-3.73). NBRTX return over 5 years is better than : 74.64 vs. JVMRX (57.40).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 1.36 | 56% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.981 | 0.343 | 2,327% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52M | 43,462% |
| Annual Yield % from dividends | 0.88 | 0.73 | 120% |
| Returns for 1 year | -1.34 | -3.73 | 36% |
| Returns for 3 years | 24.48 | 18.10 | 135% |
| Returns for 5 years | 57.40 | 74.64 | 77% |
| Returns for 10 years | 46.94 | 24.20 | 194% |
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