JVMTX
Price
$29.30
Change
+$0.36 (+1.24%)
Updated
Oct 13 closing price
Net Assets
23.36B
NBRCX
Price
$27.22
Change
+$0.45 (+1.68%)
Updated
Oct 13 closing price
Net Assets
50.04M
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JVMTX vs NBRCX

Header iconJVMTX vs NBRCX Comparison
Open Charts JVMTX vs NBRCXBanner chart's image
JHancock Disciplined Value Mid Cap R4
Price$29.30
Change+$0.36 (+1.24%)
VolumeN/A
Net Assets23.36B
Neuberger Berman M/C Intrinsic Val C
Price$27.22
Change+$0.45 (+1.68%)
VolumeN/A
Net Assets50.04M
JVMTX vs NBRCX Comparison Chart in %
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JVMTX vs. NBRCX commentary
Oct 14, 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 StrongBuy and NBRCX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.4B vs. NBRCX (50M). JVMTX pays higher dividends than NBRCX: JVMTX (0.62) 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 (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. NBRCX (29.00). JVMTX has a lower initial minimum investment than NBRCX: JVMTX (0) vs NBRCX (1000). NBRCX annual gain was more profitable for investors over the last year : -1.91 vs. JVMTX (-5.79). NBRCX return over 5 years is better than : 65.86 vs. JVMTX (44.86).
JVMTXNBRCXJVMTX / NBRCX
Total Expense Ratio0.991.9651%
Annual Report Gross Expense Ratio1.102.5144%
Fund Existence12 years15 years-
Gain YTD7.5443.800199%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.4B50M46,800%
Annual Yield % from dividends0.620.00-
Returns for 1 year-5.79-1.91304%
Returns for 3 years27.2124.74110%
Returns for 5 years44.8665.8668%
Returns for 10 years47.0720.37231%
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