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JVMCX vs NBRAX
JVMCX vs NBRAX Comparison
Open Charts JVMCX vs NBRAX
JHancock Disciplined Value Mid Cap C
Price$27.30
Change+$0.17 (+0.63%)
VolumeN/A
Net Assets22.61B
Neuberger Berman M/C Intrinsic Val A
Price$26.50
Change+$0.18 (+0.68%)
VolumeN/A
Net Assets52.37M
JVMCX vs NBRAX Comparison Chart in %
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JVMCX vs. NBRAX 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 JVMCX is a StrongBuy and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. NBRAX (52.4M). NBRAX pays higher dividends than JVMCX: NBRAX (0.38) vs JVMCX (0.00). JVMCX was incepted earlier than NBRAX: JVMCX (14 years) vs NBRAX (15 years). JVMCX (1.88) is less costly to investors than NBRAX (1.78). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NBRAX (29.00). JVMCX (1000) and NBRAX (1000) have matching initial minimum investment requirements. JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. NBRAX (0.94). NBRAX return over 5 years is better than : 77.05 vs. JVMCX (55.49).
| JVMCX | NBRAX | JVMCX / NBRAX | |
| Total Expense Ratio | 1.87 | 1.21 | 155% |
| Annual Report Gross Expense Ratio | 1.88 | 1.78 | 106% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.905 | 0.799 | 990% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.00 | 0.38 | - |
| Returns for 1 year | 1.79 | 0.94 | 191% |
| Returns for 3 years | 20.12 | 17.72 | 114% |
| Returns for 5 years | 55.49 | 77.05 | 72% |
| Returns for 10 years | 35.64 | 16.94 | 210% |
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