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JVMSX vs NBMRX
JVMSX vs NBMRX Comparison
Open Charts JVMSX vs NBMRX
JHancock Disciplined Value Mid Cap R2
Price$25.27
Change-$1.49 (-5.57%)
VolumeN/A
Net Assets21.35B
Neuberger Berman M/C Intrinsic Val R6
Price$23.05
Change-$1.77 (-7.13%)
VolumeN/A
Net Assets51.03M
JVMSX vs NBMRX Comparison Chart
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JVMSX vs. NBMRX commentary
Apr 04, 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 JVMSX is a Buy and NBMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.4B vs. NBMRX (51M). NBMRX pays higher dividends than JVMSX: NBMRX (0.87) vs JVMSX (0.45). JVMSX was incepted earlier than NBMRX: JVMSX (13 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBMRX (29.00). JVMSX (0) and NBMRX (0) have matching initial minimum investment requirements. NBMRX annual gain was more profitable for investors over the last year : -6.84 vs. JVMSX (-8.36). NBMRX return over 5 years is better than : 123.97 vs. JVMSX (87.70).
| JVMSX | NBMRX | JVMSX / NBMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.26 | 1.72 | 73% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | -0.186 | -5.412 | 3% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.4B | 51M | 41,961% |
| Annual Yield % from dividends | 0.45 | 0.87 | 51% |
| Returns for 1 year | -8.36 | -6.84 | 122% |
| Returns for 3 years | -1.41 | -2.94 | 48% |
| Returns for 5 years | 87.70 | 123.97 | 71% |
| Returns for 10 years | 30.55 | N/A | - |
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