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JVMSX vs NBRRX
JVMSX vs NBRRX Comparison
Open Charts JVMSX vs NBRRX
JHancock Disciplined Value Mid Cap R2
Price$23.67
Change-$0.27 (-1.13%)
VolumeN/A
Net Assets19.09B
Neuberger Berman M/C Intrinsic Val R3
Price$21.52
Change-$0.15 (-0.69%)
VolumeN/A
Net Assets44.58M
JVMSX vs NBRRX Comparison Chart
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JVMSX vs. NBRRX commentary
Apr 08, 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 NBRRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.1B vs. NBRRX (44.6M). JVMSX pays higher dividends than NBRRX: JVMSX (0.45) 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 annual gain was more profitable for investors over the last year : -17.20 vs. NBRRX (-18.34). NBRRX return over 5 years is better than : 88.29 vs. JVMSX (67.92).
| 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 | -10.705 | -17.448 | 61% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.1B | 44.6M | 42,825% |
| Annual Yield % from dividends | 0.45 | 0.22 | 206% |
| Returns for 1 year | -17.20 | -18.34 | 94% |
| Returns for 3 years | -10.69 | -15.82 | 68% |
| Returns for 5 years | 67.92 | 88.29 | 77% |
| Returns for 10 years | 17.46 | -8.49 | -206% |
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