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JVMCX vs NBREX
JVMCX vs NBREX Comparison
Open Charts JVMCX vs NBREX
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 Tr
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMCX vs NBREX Comparison Chart in %
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JVMCX vs. NBREX 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 NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. NBREX (52.4M). NBREX pays higher dividends than JVMCX: NBREX (0.38) vs JVMCX (0.00). JVMCX was incepted earlier than NBREX: JVMCX (14 years) vs NBREX (26 years). JVMCX (1.88) is less costly to investors than NBREX (1.73). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMCX: NBREX (0) vs JVMCX (1000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. NBREX (1.00). NBREX return over 5 years is better than : 77.05 vs. JVMCX (55.49).
| JVMCX | NBREX | JVMCX / NBREX | |
| Total Expense Ratio | 1.87 | 1.25 | 150% |
| Annual Report Gross Expense Ratio | 1.88 | 1.73 | 109% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 7.905 | 0.837 | 945% |
| Front Load | N/A | 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 | 0.00 | 0.38 | - |
| Returns for 1 year | 1.79 | 1.00 | 178% |
| Returns for 3 years | 20.12 | 17.73 | 113% |
| Returns for 5 years | 55.49 | 77.05 | 72% |
| Returns for 10 years | 35.64 | 16.85 | 212% |
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