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JVMSX vs NBRRX
JVMSX vs NBRRX Comparison
Open Charts JVMSX vs NBRRX
JHancock Disciplined Value Mid Cap R2
Price$26.21
Change+$0.53 (+2.06%)
VolumeN/A
Net Assets20.69B
Neuberger Berman M/C Intrinsic Val R3
Price$24.01
Change+$0.42 (+1.78%)
VolumeN/A
Net Assets48.39M
JVMSX vs NBRRX Comparison Chart
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JVMSX vs. NBRRX commentary
May 04, 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 NBRRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 20.7B vs. NBRRX (48.4M). JVMSX pays higher dividends than NBRRX: JVMSX (0.46) vs NBRRX (0.22). JVMSX was incepted earlier than NBRRX: JVMSX (13 years) vs NBRRX (15 years). NBRRX (2.06) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBRRX (29.00). JVMSX (0) and NBRRX (0) have matching initial minimum investment requirements. JVMSX (-8.53) and NBRRX (-8.85) have marching annual gain over last year. NBRRX return over 5 years is better than : 73.82 vs. JVMSX (53.70).
| JVMSX | NBRRX | JVMSX / NBRRX | |
| Total Expense Ratio | 1.25 | 1.46 | 86% |
| Annual Report Gross Expense Ratio | 1.26 | 2.06 | 61% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | -4.215 | -10.133 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.7B | 48.4M | 42,769% |
| Annual Yield % from dividends | 0.46 | 0.22 | 204% |
| Returns for 1 year | -8.53 | -8.85 | 96% |
| Returns for 3 years | -1.32 | -5.12 | 26% |
| Returns for 5 years | 53.70 | 73.82 | 73% |
| Returns for 10 years | 26.91 | 0.08 | 34,082% |
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