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JVMAX vs NBMRX
JVMAX vs NBMRX Comparison
Open Charts JVMAX vs NBMRX
JHancock Disciplined Value Mid Cap A
Price$27.53
Change+$0.18 (+0.66%)
VolumeN/A
Net Assets22.61B
Neuberger Berman M/C Intrinsic Val R6
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMAX vs NBMRX Comparison Chart in %
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JVMAX vs. NBMRX commentary
Jul 07, 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 JVMAX is a StrongBuy and NBMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 22.6B vs. NBMRX (52.4M). NBMRX pays higher dividends than JVMAX: NBMRX (0.82) vs JVMAX (0.58). JVMAX was incepted earlier than NBMRX: JVMAX (28 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMAX (1.13). JVMAX is a more actively managed with annual turnover of: 47.00 vs. NBMRX (29.00). NBMRX has a lower initial minimum investment than JVMAX: NBMRX (0) vs JVMAX (1000). JVMAX annual gain was more profitable for investors over the last year : 2.59 vs. NBMRX (1.39). NBMRX return over 5 years is better than : 82.11 vs. JVMAX (59.32).
| JVMAX | NBMRX | JVMAX / NBMRX | |
| Total Expense Ratio | 1.12 | 0.75 | 149% |
| Annual Report Gross Expense Ratio | 1.13 | 1.72 | 66% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 8.301 | 1.029 | 807% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.58 | 0.82 | 70% |
| Returns for 1 year | 2.59 | 1.39 | 186% |
| Returns for 3 years | 22.00 | 19.98 | 110% |
| Returns for 5 years | 59.32 | 82.11 | 72% |
| Returns for 10 years | 42.63 | N/A | - |
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