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JVMRX vs NBRVX
JVMRX vs NBRVX Comparison
Open Charts JVMRX vs NBRVX
JHancock Disciplined Value Mid Cap R6
Price$25.18
Change+$1.81 (+7.74%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val I
Price$22.99
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets42.91M
JVMRX vs NBRVX Comparison Chart
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JVMRX vs. NBRVX commentary
Apr 11, 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 NBRVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 18.5B vs. NBRVX (42.9M). JVMRX pays higher dividends than NBRVX: JVMRX (0.94) vs NBRVX (0.66). JVMRX was incepted earlier than NBRVX: JVMRX (14 years) vs NBRVX (26 years). NBRVX (1.53) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NBRVX (29.00). NBRVX has a lower initial minimum investment than JVMRX: NBRVX (1000) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : -20.09 vs. NBRVX (-21.44). NBRVX return over 5 years is better than : 56.63 vs. JVMRX (39.55).
| JVMRX | NBRVX | JVMRX / NBRVX | |
| Total Expense Ratio | 0.75 | 1.50 | 50% |
| Annual Report Gross Expense Ratio | 0.76 | 1.53 | 50% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -13.252 | -20.122 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 42.9M | 43,124% |
| Annual Yield % from dividends | 0.94 | 0.66 | 142% |
| Returns for 1 year | -20.09 | -21.44 | 94% |
| Returns for 3 years | -12.51 | -17.70 | 71% |
| Returns for 5 years | 39.55 | 56.63 | 70% |
| Returns for 10 years | 16.87 | -5.53 | -305% |
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