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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$27.85
Change+$0.27 (+0.98%)
VolumeN/A
Net Assets21.45B
Neuberger Berman M/C Intrinsic Val Inst
Price$25.15
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets49.66M
JVMRX vs NBRTX Comparison Chart
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JVMRX vs. NBRTX commentary
Jun 07, 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: 21.5B vs. NBRTX (49.7M). JVMRX pays higher dividends than NBRTX: JVMRX (0.91) vs NBRTX (0.76). 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: 47.00 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 : -2.97 vs. NBRTX (-5.22). NBRTX return over 5 years is better than : 52.47 vs. JVMRX (40.13).
| 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 | 2.376 | -4.726 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.91 | 0.76 | 120% |
| Returns for 1 year | -2.97 | -5.22 | 57% |
| Returns for 3 years | 4.82 | -0.69 | -694% |
| Returns for 5 years | 40.13 | 52.47 | 76% |
| Returns for 10 years | 38.58 | 14.73 | 262% |
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