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JVMSX vs NBRTX
JVMSX vs NBRTX Comparison
Open Charts JVMSX vs NBRTX
JHancock Disciplined Value Mid Cap R2
Price$24.73
Change+$0.23 (+0.94%)
VolumeN/A
Net Assets19.44B
Neuberger Berman M/C Intrinsic Val Inst
Price$22.47
Change+$0.23 (+1.03%)
VolumeN/A
Net Assets45.02M
JVMSX vs NBRTX Comparison Chart
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JVMSX vs. NBRTX commentary
Apr 18, 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 StrongBuy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 19.4B vs. NBRTX (45M). NBRTX pays higher dividends than JVMSX: NBRTX (0.77) vs JVMSX (0.45). JVMSX was incepted earlier than NBRTX: JVMSX (13 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBRTX (29.00). JVMSX has a lower initial minimum investment than NBRTX: JVMSX (0) vs NBRTX (1000000). JVMSX (-11.45) and NBRTX (-11.55) have marching annual gain over last year. NBRTX return over 5 years is better than : 68.35 vs. JVMSX (46.55).
| JVMSX | NBRTX | JVMSX / NBRTX | |
| Total Expense Ratio | 1.25 | 0.85 | 147% |
| Annual Report Gross Expense Ratio | 1.26 | 1.36 | 93% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | -8.616 | -15.244 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 19.4B | 45M | 43,111% |
| Annual Yield % from dividends | 0.45 | 0.77 | 58% |
| Returns for 1 year | -11.45 | -11.55 | 99% |
| Returns for 3 years | -8.60 | -12.55 | 69% |
| Returns for 5 years | 46.55 | 68.35 | 68% |
| Returns for 10 years | 19.98 | 2.25 | 890% |
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| ETFs / NAME | Price $ | Chg $ | Chg % |
| THLV | 26.10 | 0.28 | +1.08% |
| THOR Equal Weight Low Volatility ETF | |||
| PPIE | 23.99 | 0.25 | +1.07% |
| Putnam PanAgora ESG Intl Eq ETF | |||
| DLN | 74.73 | 0.57 | +0.77% |
| WisdomTree US LargeCap Dividend ETF | |||
| TGLR | 27.03 | 0.18 | +0.67% |
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| SCMB | 24.96 | 0.01 | +0.04% |
| Schwab Municipal Bond ETF | |||