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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$30.08
Change+$0.14 (+0.47%)
VolumeN/A
Net Assets24.11B
Neuberger Berman M/C Intrinsic Val Inst
Price$28.48
Change+$0.22 (+0.78%)
VolumeN/A
Net Assets52.13M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Oct 09, 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: 24.1B vs. NBRTX (52.1M). JVMRX pays higher dividends than NBRTX: JVMRX (0.84) vs NBRTX (0.67). JVMRX was incepted earlier than NBRTX: JVMRX (14 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMRX (0.75). 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. NBRTX annual gain was more profitable for investors over the last year : 3.40 vs. JVMRX (-0.95). NBRTX return over 5 years is better than : 77.00 vs. JVMRX (49.17).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.36 | 55% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 11.136 | 7.698 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 52.1M | 46,257% |
| Annual Yield % from dividends | 0.84 | 0.67 | 125% |
| Returns for 1 year | -0.95 | 3.40 | -28% |
| Returns for 3 years | 29.92 | 29.50 | 101% |
| Returns for 5 years | 49.17 | 77.00 | 64% |
| Returns for 10 years | 54.96 | 40.02 | 137% |
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