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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
JHancock Disciplined Value Mid Cap R4
Price$30.90
Change-$0.36 (-1.15%)
VolumeN/A
CapitalizationN/A
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change-$0.27 (-0.99%)
VolumeN/A
CapitalizationN/A
JVMTX vs NBRTX Comparison Chart
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JVMTX vs. NBRTX commentary
Dec 19, 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 Hold and NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.7B 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 : 11.00 vs. NBRTX (7.82). JVMTX return over 5 years is better than : 41.32 vs. NBRTX (33.66).
| 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 | 13.021 | 6.384 | 204% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 55.6M | 42,626% |
| Annual Yield % from dividends | 0.73 | 0.66 | 110% |
| Returns for 1 year | 11.00 | 7.82 | 141% |
| Returns for 3 years | 17.45 | 8.67 | 201% |
| Returns for 5 years | 41.32 | 33.66 | 123% |
| Returns for 10 years | 59.48 | 30.72 | 194% |
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