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JVMSX vs NBRVX
JVMSX vs NBRVX Comparison
Open Charts JVMSX vs NBRVX
JHancock Disciplined Value Mid Cap R2
Price$25.03
Change+$1.81 (+7.80%)
VolumeN/A
Net Assets18.48B
Neuberger Berman M/C Intrinsic Val I
Price$22.99
Change+$1.99 (+9.48%)
VolumeN/A
Net Assets42.91M
JVMSX vs NBRVX Comparison Chart
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JVMSX vs. NBRVX commentary
Apr 11, 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 NBRVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 18.5B vs. NBRVX (42.9M). NBRVX pays higher dividends than JVMSX: NBRVX (0.66) vs JVMSX (0.45). JVMSX was incepted earlier than NBRVX: JVMSX (13 years) vs NBRVX (26 years). NBRVX (1.53) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBRVX (29.00). JVMSX has a lower initial minimum investment than NBRVX: JVMSX (0) vs NBRVX (1000). JVMSX (-20.56) and NBRVX (-21.44) have marching annual gain over last year. NBRVX return over 5 years is better than : 56.63 vs. JVMSX (37.19).
| JVMSX | NBRVX | JVMSX / NBRVX | |
| Total Expense Ratio | 1.25 | 1.50 | 83% |
| Annual Report Gross Expense Ratio | 1.26 | 1.53 | 82% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | -13.391 | -20.122 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 18.5B | 42.9M | 43,124% |
| Annual Yield % from dividends | 0.45 | 0.66 | 67% |
| Returns for 1 year | -20.56 | -21.44 | 96% |
| Returns for 3 years | -13.47 | -17.70 | 76% |
| Returns for 5 years | 37.19 | 56.63 | 66% |
| Returns for 10 years | 13.17 | -5.53 | -238% |
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