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JVMTX vs NBRCX
JVMTX vs NBRCX Comparison
Open Charts JVMTX vs NBRCX
JHancock Disciplined Value Mid Cap R4
Price$26.63
Change+$0.09 (+0.34%)
VolumeN/A
Net Assets20.89B
Neuberger Berman M/C Intrinsic Val C
Price$23.92
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets49.11M
JVMTX vs NBRCX Comparison Chart
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JVMTX vs. NBRCX commentary
May 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 JVMTX is a Buy and NBRCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 20.9B vs. NBRCX (49.1M). JVMTX pays higher dividends than NBRCX: JVMTX (0.71) vs NBRCX (0.00). JVMTX was incepted earlier than NBRCX: JVMTX (12 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NBRCX (29.00). JVMTX has a lower initial minimum investment than NBRCX: JVMTX (0) vs NBRCX (1000). JVMTX annual gain was more profitable for investors over the last year : -7.79 vs. NBRCX (-8.91). NBRCX return over 5 years is better than : 68.45 vs. JVMTX (54.21).
| JVMTX | NBRCX | JVMTX / NBRCX | |
| Total Expense Ratio | 1.00 | 1.96 | 51% |
| Annual Report Gross Expense Ratio | 1.11 | 2.51 | 44% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | -1.041 | -7.251 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 20.9B | 49.1M | 42,566% |
| Annual Yield % from dividends | 0.71 | 0.00 | - |
| Returns for 1 year | -7.79 | -8.91 | 87% |
| Returns for 3 years | 6.79 | 2.09 | 325% |
| Returns for 5 years | 54.21 | 68.45 | 79% |
| Returns for 10 years | 32.23 | -1.99 | -1,622% |
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