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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
JHancock Disciplined Value Mid Cap R4
Price$31.84
Change-$0.05 (-0.16%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$28.78
Change-$0.10 (-0.35%)
VolumeN/A
CapitalizationN/A
JVMTX vs NBRTX Comparison Chart
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JVMTX vs. NBRTX commentary
Nov 14, 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: 24.3B vs. NBRTX (59.1M). 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 (26.66) and NBRTX (26.29) have marching annual gain over last year. JVMTX (47.64) and NBRTX (47.13) have equivalent 5 years return.
| 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 | 16.642 | 13.299 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 59.1M | 41,117% |
| Annual Yield % from dividends | 0.73 | 0.66 | 110% |
| Returns for 1 year | 26.66 | 26.29 | 101% |
| Returns for 3 years | 9.33 | 11.95 | 78% |
| Returns for 5 years | 47.64 | 47.13 | 101% |
| Returns for 10 years | 65.10 | 27.92 | 233% |
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