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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
JHancock Disciplined Value Mid Cap R4
Price$30.54
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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JVMTX vs NBRTX Comparison Chart
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JVMTX 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 JVMTX is a Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.1B vs. NBRTX (55.6M). JVMTX pays higher dividends than NBRTX: JVMTX (0.73) vs NBRTX (0.66). JVMTX was incepted earlier than NBRTX: JVMTX (11 years) vs NBRTX (15 years). JVMTX is a more actively managed with annual turnover of: 41.00 vs. NBRTX (15.00). JVMTX has a lower initial minimum investment than NBRTX: JVMTX (0) vs NBRTX (1000000). JVMTX annual gain was more profitable for investors over the last year : 16.17 vs. NBRTX (13.06). JVMTX return over 5 years is better than : 42.36 vs. NBRTX (35.49).
| JVMTX | NBRTX | JVMTX / NBRTX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 15 years | - |
| Gain YTD | 10.022 | 5.218 | 192% |
| 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 | 0.73 | 0.66 | 110% |
| Returns for 1 year | 16.17 | 13.06 | 124% |
| Returns for 3 years | 10.42 | 12.44 | 84% |
| Returns for 5 years | 42.36 | 35.49 | 119% |
| Returns for 10 years | 58.91 | 20.47 | 288% |
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