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JVMSX vs NBREX
JVMSX vs NBREX Comparison
Open Charts JVMSX vs NBREX
JHancock Disciplined Value Mid Cap R2
Price$25.03
Change+$1.81 (+7.80%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val Tr
Price$22.98
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets42.91M
JVMSX vs NBREX Comparison Chart
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JVMSX vs. NBREX commentary
Apr 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 Hold and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 18.5B vs. NBREX (42.9M). JVMSX pays higher dividends than NBREX: JVMSX (0.45) vs NBREX (0.40). JVMSX was incepted earlier than NBREX: JVMSX (13 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBREX (29.00). JVMSX (0) and NBREX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -20.56 vs. NBREX (-21.63). NBREX return over 5 years is better than : 55.38 vs. JVMSX (37.19).
| JVMSX | NBREX | JVMSX / NBREX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.26 | 1.73 | 73% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -13.391 | -20.160 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 42.9M | 43,124% |
| Annual Yield % from dividends | 0.45 | 0.40 | 112% |
| Returns for 1 year | -20.56 | -21.63 | 95% |
| Returns for 3 years | -13.47 | -18.05 | 75% |
| Returns for 5 years | 37.19 | 55.38 | 67% |
| Returns for 10 years | 13.17 | -10.38 | -127% |
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