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JVMSX vs NBRAX
JVMSX vs NBRAX Comparison
Open Charts JVMSX vs NBRAX
JHancock Disciplined Value Mid Cap R2
Price$27.37
Change+$0.28 (+1.03%)
VolumeN/A
Net Assets22.5B
Neuberger Berman M/C Intrinsic Val A
Price$25.80
Change+$0.21 (+0.82%)
VolumeN/A
Net Assets53.41M
JVMSX vs NBRAX Comparison Chart
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JVMSX vs. NBRAX commentary
Mar 02, 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 NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22.5B vs. NBRAX (53.4M). JVMSX pays higher dividends than NBRAX: JVMSX (0.52) vs NBRAX (0.40). JVMSX was incepted earlier than NBRAX: JVMSX (13 years) vs NBRAX (15 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. NBRAX (15.00). JVMSX has a lower initial minimum investment than NBRAX: JVMSX (0) vs NBRAX (1000). NBRAX annual gain was more profitable for investors over the last year : -1.52 vs. JVMSX (-4.05). NBRAX return over 5 years is better than : 48.07 vs. JVMSX (40.44).
| JVMSX | NBRAX | JVMSX / NBRAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 1.044 | -2.663 | -39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 53.4M | 42,135% |
| Annual Yield % from dividends | 0.52 | 0.40 | 131% |
| Returns for 1 year | -4.05 | -1.52 | 266% |
| Returns for 3 years | 3.43 | 2.97 | 115% |
| Returns for 5 years | 40.44 | 48.07 | 84% |
| Returns for 10 years | 32.92 | 11.73 | 281% |
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