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JVMSX vs NBRTX
JVMSX vs NBRTX Comparison
Open Charts JVMSX vs NBRTX
JHancock Disciplined Value Mid Cap R2
Price$30.72
Change-$0.36 (-1.16%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
JVMSX vs NBRTX Comparison Chart
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JVMSX vs. NBRTX commentary
Dec 19, 2024
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 NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.7B vs. NBRTX (55.6M). NBRTX pays higher dividends than JVMSX: NBRTX (0.66) vs JVMSX (0.52). JVMSX was incepted earlier than NBRTX: JVMSX (13 years) vs NBRTX (15 years). JVMSX is a more actively managed with annual turnover of: 41.00 vs. NBRTX (15.00). JVMSX has a lower initial minimum investment than NBRTX: JVMSX (0) vs NBRTX (1000000). JVMSX annual gain was more profitable for investors over the last year : 10.70 vs. NBRTX (7.82). JVMSX return over 5 years is better than : 40.17 vs. NBRTX (33.66).
| JVMSX | NBRTX | JVMSX / NBRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 12.734 | 6.384 | 199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 55.6M | 42,626% |
| Annual Yield % from dividends | 0.52 | 0.66 | 79% |
| Returns for 1 year | 10.70 | 7.82 | 137% |
| Returns for 3 years | 16.81 | 8.67 | 194% |
| Returns for 5 years | 40.17 | 33.66 | 119% |
| Returns for 10 years | 56.91 | 30.72 | 185% |
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