Ad is loading...
JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$30.62
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$27.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JVMRX vs NBRTX Comparison Chart
Loading...
JVMRX vs. NBRTX commentary
Sep 21, 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: 23.1B vs. NBRTX (55.6M). 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 annual gain was more profitable for investors over the last year : 16.48 vs. NBRTX (13.06). JVMRX return over 5 years is better than : 43.53 vs. NBRTX (35.49).
| 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 | 10.234 | 5.218 | 196% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 55.6M | 41,547% |
| Annual Yield % from dividends | 0.93 | 0.66 | 141% |
| Returns for 1 year | 16.48 | 13.06 | 126% |
| Returns for 3 years | 10.98 | 12.44 | 88% |
| Returns for 5 years | 43.53 | 35.49 | 123% |
| Returns for 10 years | 61.39 | 20.47 | 300% |