Interact to see
Advertisement
Advertisement
JVMAX vs NBREX
JVMAX vs NBREX Comparison
Open Charts JVMAX vs NBREX
JHancock Disciplined Value Mid Cap A
Price$28.42
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.3B
Neuberger Berman M/C Intrinsic Val Tr
Price$27.72
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets52.53M
JVMAX vs NBREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. NBREX commentary
Sep 08, 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 Buy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.3B vs. NBREX (52.5M). JVMAX pays higher dividends than NBREX: JVMAX (0.55) vs NBREX (0.35). JVMAX was incepted earlier than NBREX: JVMAX (28 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMAX: NBREX (0) vs JVMAX (1000). NBREX annual gain was more profitable for investors over the last year : 5.65 vs. JVMAX (2.01). NBREX return over 5 years is better than : 75.50 vs. JVMAX (51.61).
| JVMAX | NBREX | JVMAX / NBREX | |
| Total Expense Ratio | 1.10 | 1.25 | 88% |
| Annual Report Gross Expense Ratio | 1.11 | 1.73 | 64% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 11.802 | 5.439 | 217% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52.5M | 46,286% |
| Annual Yield % from dividends | 0.55 | 0.35 | 156% |
| Returns for 1 year | 2.01 | 5.65 | 36% |
| Returns for 3 years | 23.09 | 20.61 | 112% |
| Returns for 5 years | 51.61 | 75.50 | 68% |
| Returns for 10 years | 52.52 | 30.34 | 173% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement