JVMSX
Price
$28.24
Change
+$0.10 (+0.36%)
Updated
Jun 27 closing price
Net Assets
22B
NBRCX
Price
$25.09
Change
+$0.02 (+0.08%)
Updated
Jun 27 closing price
Net Assets
50.84M
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JVMSX vs NBRCX

Header iconJVMSX vs NBRCX Comparison
Open Charts JVMSX vs NBRCXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$28.24
Change+$0.10 (+0.36%)
VolumeN/A
Net Assets22B
Neuberger Berman M/C Intrinsic Val C
Price$25.09
Change+$0.02 (+0.08%)
VolumeN/A
Net Assets50.84M
JVMSX vs NBRCX Comparison Chart in %
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JVMSX vs. NBRCX commentary
Jun 30, 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.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 22B vs. NBRCX (50.8M). JVMSX pays higher dividends than NBRCX: JVMSX (0.43) 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: 49.00 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 : 0.30 vs. NBRCX (-2.98). NBRCX return over 5 years is better than : 70.80 vs. JVMSX (61.74).
JVMSXNBRCXJVMSX / NBRCX
Total Expense Ratio1.251.9664%
Annual Report Gross Expense Ratio1.262.5150%
Fund Existence13 years15 years-
Gain YTD5.334-2.714-197%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets22B50.8M43,307%
Annual Yield % from dividends0.430.00-
Returns for 1 year0.30-2.98-10%
Returns for 3 years18.8211.31166%
Returns for 5 years61.7470.8087%
Returns for 10 years41.135.39763%
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