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JVMAX vs NBRTX
JVMAX vs NBRTX Comparison
Open Charts JVMAX vs NBRTX
JHancock Disciplined Value Mid Cap A
Price$27.10
Change-$0.86 (-3.08%)
VolumeN/A
Net Assets24.73B
Neuberger M/C Intrinsic Val Inst
Price$27.37
Change-$1.07 (-3.76%)
VolumeN/A
Net Assets50.72M
JVMAX vs NBRTX Comparison Chart in %
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JVMAX vs. NBRTX commentary
Feb 05, 2026
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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 24.7B vs. NBRTX (50.7M). NBRTX pays higher dividends than JVMAX: NBRTX (0.94) vs JVMAX (0.52). JVMAX was incepted earlier than NBRTX: JVMAX (29 years) vs NBRTX (16 years). NBRTX (1.40) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (16.00). JVMAX has a lower initial minimum investment than NBRTX: JVMAX (1000) vs NBRTX (1000000). JVMAX (4.15) and NBRTX (4.04) have marching annual gain over last year. NBRTX return over 5 years is better than : 31.63 vs. JVMAX (19.61).
| JVMAX | NBRTX | JVMAX / NBRTX | |
| Total Expense Ratio | 1.10 | 0.85 | 129% |
| Annual Report Gross Expense Ratio | 1.11 | 1.40 | 79% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 5.161 | 4.426 | 117% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 50.7M | 48,718% |
| Annual Yield % from dividends | 0.52 | 0.94 | 56% |
| Returns for 1 year | 4.15 | 4.04 | 103% |
| Returns for 3 years | 9.50 | 10.50 | 90% |
| Returns for 5 years | 19.61 | 31.63 | 62% |
| Returns for 10 years | 70.92 | 78.46 | 90% |
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