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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$28.90
Change-$0.17 (-0.58%)
VolumeN/A
Net Assets23.32B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.11
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.38M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Aug 08, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. NBRTX (50.4M). JVMRX pays higher dividends than NBRTX: JVMRX (0.86) vs NBRTX (0.72). 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 : 4.38 vs. NBRTX (2.54). NBRTX return over 5 years is better than : 66.98 vs. JVMRX (51.76).
| 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 | 7.906 | -0.572 | -1,383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 50.4M | 46,230% |
| Annual Yield % from dividends | 0.86 | 0.72 | 121% |
| Returns for 1 year | 4.38 | 2.54 | 172% |
| Returns for 3 years | 16.07 | 9.24 | 174% |
| Returns for 5 years | 51.76 | 66.98 | 77% |
| Returns for 10 years | 44.89 | 26.24 | 171% |
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