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JVMSX vs NBRCX
JVMSX vs NBRCX Comparison
Open Charts JVMSX vs NBRCX
JHancock Disciplined Value Mid Cap R2
Price$26.50
Change+$0.08 (+0.30%)
VolumeN/A
Net Assets20.89B
Neuberger Berman M/C Intrinsic Val C
Price$23.92
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets49.11M
JVMSX vs NBRCX Comparison Chart
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JVMSX vs. NBRCX commentary
May 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 JVMSX is a Buy and NBRCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.9B vs. NBRCX (49.1M). JVMSX pays higher dividends than NBRCX: JVMSX (0.46) vs NBRCX (0.00). JVMSX was incepted earlier than NBRCX: JVMSX (13 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBRCX (29.00). JVMSX has a lower initial minimum investment than NBRCX: JVMSX (0) vs NBRCX (1000). JVMSX annual gain was more profitable for investors over the last year : -8.06 vs. NBRCX (-8.91). NBRCX return over 5 years is better than : 68.45 vs. JVMSX (52.90).
| JVMSX | NBRCX | JVMSX / NBRCX | |
| Total Expense Ratio | 1.25 | 1.96 | 64% |
| Annual Report Gross Expense Ratio | 1.26 | 2.51 | 50% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | -1.156 | -7.251 | 16% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 49.1M | 42,566% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | -8.06 | -8.91 | 90% |
| Returns for 3 years | 6.19 | 2.09 | 296% |
| Returns for 5 years | 52.90 | 68.45 | 77% |
| Returns for 10 years | 30.02 | -1.99 | -1,511% |
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