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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$24.89
Change+$0.23 (+0.93%)
VolumeN/A
Net Assets19.44B
Neuberger Berman M/C Intrinsic Val Inst
Price$22.47
Change+$0.23 (+1.03%)
VolumeN/A
Net Assets45.02M
JVMRX vs NBRTX Comparison Chart
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JVMRX vs. NBRTX commentary
Apr 18, 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 StrongBuy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 19.4B vs. NBRTX (45M). JVMRX pays higher dividends than NBRTX: JVMRX (0.94) vs NBRTX (0.77). 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 : -10.95 vs. NBRTX (-11.55). NBRTX return over 5 years is better than : 68.35 vs. JVMRX (49.07).
| 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 | -8.463 | -15.244 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 45M | 43,111% |
| Annual Yield % from dividends | 0.94 | 0.77 | 121% |
| Returns for 1 year | -10.95 | -11.55 | 95% |
| Returns for 3 years | -7.58 | -12.55 | 60% |
| Returns for 5 years | 49.07 | 68.35 | 72% |
| Returns for 10 years | 23.85 | 2.25 | 1,062% |
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