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JVMSX vs NBRTX
JVMSX vs NBRTX Comparison
Open Charts JVMSX vs NBRTX
JHancock Disciplined Value Mid Cap R2
Price$30.38
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$27.24
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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JVMSX vs NBRTX Comparison Chart
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JVMSX vs. NBRTX commentary
Sep 21, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.1B 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 : 15.87 vs. NBRTX (13.06). JVMSX return over 5 years is better than : 41.20 vs. NBRTX (35.49).
| 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 | 9.835 | 5.218 | 188% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 55.6M | 41,547% |
| Annual Yield % from dividends | 0.52 | 0.66 | 79% |
| Returns for 1 year | 15.87 | 13.06 | 121% |
| Returns for 3 years | 9.84 | 12.44 | 79% |
| Returns for 5 years | 41.20 | 35.49 | 116% |
| Returns for 10 years | 56.40 | 20.47 | 276% |