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JVMSX vs NBMRX
JVMSX vs NBMRX Comparison
Open Charts JVMSX vs NBMRX
JHancock Disciplined Value Mid Cap R2
Price$27.66
Change+$0.28 (+1.02%)
VolumeN/A
Net Assets21.45B
Neuberger Berman M/C Intrinsic Val R6
Price$25.15
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets49.66M
JVMSX vs NBMRX Comparison Chart
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JVMSX vs. NBMRX commentary
Jun 07, 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: 21.5B vs. NBMRX (49.7M). NBMRX pays higher dividends than JVMSX: NBMRX (0.85) vs JVMSX (0.43). 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. JVMSX annual gain was more profitable for investors over the last year : -3.54 vs. NBMRX (-5.14). NBMRX return over 5 years is better than : 54.65 vs. JVMSX (37.71).
| 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 | 2.126 | -4.726 | -45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.7M | 43,260% |
| Annual Yield % from dividends | 0.43 | 0.85 | 51% |
| Returns for 1 year | -3.54 | -5.14 | 69% |
| Returns for 3 years | 3.67 | 0.60 | 611% |
| Returns for 5 years | 37.71 | 54.65 | 69% |
| Returns for 10 years | 34.21 | N/A | - |
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