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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$29.98
Change-$0.06 (-0.20%)
VolumeN/A
Net Assets24.02B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.63
Change+$0.27 (+0.99%)
VolumeN/A
Net Assets51.74M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Aug 29, 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: 24B vs. NBRTX (51.7M). JVMRX pays higher dividends than NBRTX: JVMRX (0.86) vs NBRTX (0.72). JVMRX was incepted earlier than NBRTX: JVMRX (14 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMRX (0.75). 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. NBRTX annual gain was more profitable for investors over the last year : 1.47 vs. JVMRX (0.90). NBRTX return over 5 years is better than : 72.84 vs. JVMRX (53.09).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.36 | 55% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 11.507 | 4.268 | 270% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24B | 51.7M | 46,422% |
| Annual Yield % from dividends | 0.86 | 0.72 | 121% |
| Returns for 1 year | 0.90 | 1.47 | 61% |
| Returns for 3 years | 20.98 | 14.56 | 144% |
| Returns for 5 years | 53.09 | 72.84 | 73% |
| Returns for 10 years | 58.84 | 36.85 | 160% |
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