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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$26.59
Change+$0.25 (+0.95%)
VolumeN/A
Net Assets20.63B
Neuberger Berman M/C Intrinsic Val Inst
Price$24.36
Change+$0.43 (+1.80%)
VolumeN/A
Net Assets48.1M
JVMRX vs NBRTX Comparison Chart
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JVMRX vs. NBRTX commentary
May 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: 20.6B vs. NBRTX (48.1M). JVMRX pays higher dividends than NBRTX: JVMRX (0.96) vs NBRTX (0.80). 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 : -7.91 vs. NBRTX (-9.04). NBRTX return over 5 years is better than : 72.95 vs. JVMRX (53.53).
| 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 | -2.227 | -8.803 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.6B | 48.1M | 42,827% |
| Annual Yield % from dividends | 0.96 | 0.80 | 121% |
| Returns for 1 year | -7.91 | -9.04 | 88% |
| Returns for 3 years | 5.83 | 2.57 | 227% |
| Returns for 5 years | 53.53 | 72.95 | 73% |
| Returns for 10 years | 31.98 | 9.16 | 349% |
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