Interact to see
Advertisement
Advertisement
JVMTX vs NBRCX
JVMTX vs NBRCX Comparison
Open Charts JVMTX vs NBRCX
JHancock Disciplined Value Mid Cap R4
Price$28.98
Change+$0.15 (+0.52%)
VolumeN/A
Net Assets22.34B
Neuberger Berman M/C Intrinsic Val C
Price$25.51
Change+$0.30 (+1.19%)
VolumeN/A
Net Assets51.61M
JVMTX vs NBRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. NBRCX commentary
Jul 03, 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: 22.3B vs. NBRCX (51.6M). JVMTX pays higher dividends than NBRCX: JVMTX (0.65) 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: 49.00 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 : 2.32 vs. NBRCX (-2.29). NBRCX return over 5 years is better than : 66.73 vs. JVMTX (60.13).
| 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 | 7.135 | -2.249 | -317% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.3B | 51.6M | 43,217% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 2.32 | -2.29 | -102% |
| Returns for 3 years | 22.07 | 12.49 | 177% |
| Returns for 5 years | 60.13 | 66.73 | 90% |
| Returns for 10 years | 44.67 | 5.84 | 765% |