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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$28.34
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets21.72B
Neuberger Berman M/C Intrinsic Val Inst
Price$25.65
Change+$0.33 (+1.30%)
VolumeN/A
Net Assets50.18M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Jun 27, 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: 21.7B vs. NBRTX (50.2M). 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: 49.00 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 : -0.45 vs. NBRTX (-2.61). NBRTX return over 5 years is better than : 76.52 vs. JVMRX (62.32).
| 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 | 4.195 | -3.506 | -120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.7B | 50.2M | 43,227% |
| Annual Yield % from dividends | 0.91 | 0.76 | 120% |
| Returns for 1 year | -0.45 | -2.61 | 17% |
| Returns for 3 years | 17.41 | 11.25 | 155% |
| Returns for 5 years | 62.32 | 76.52 | 81% |
| Returns for 10 years | 43.93 | 18.58 | 236% |
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