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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$27.96
Change+$0.15 (+0.54%)
VolumeN/A
Net Assets23.13B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.00
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets57.18M
JVMRX vs NBRTX Comparison Chart
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JVMRX vs. NBRTX commentary
Jan 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 Hold and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.1B vs. NBRTX (57.2M). 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. NBRTX annual gain was more profitable for investors over the last year : 9.81 vs. JVMRX (5.82). NBRTX return over 5 years is better than : 31.39 vs. JVMRX (26.86).
| 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 | 3.786 | 2.896 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 57.2M | 40,385% |
| Annual Yield % from dividends | 0.93 | 0.66 | 141% |
| Returns for 1 year | 5.82 | 9.81 | 59% |
| Returns for 3 years | 1.65 | 4.31 | 38% |
| Returns for 5 years | 26.86 | 31.39 | 86% |
| Returns for 10 years | 49.19 | 34.48 | 143% |
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