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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
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 Inst
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMCX vs NBRTX Comparison Chart in %
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JVMCX vs. NBRTX 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 22.6B vs. NBRTX (52.4M). NBRTX pays higher dividends than JVMCX: NBRTX (0.73) vs JVMCX (0.00). JVMCX was incepted earlier than NBRTX: JVMCX (14 years) vs NBRTX (15 years). JVMCX (1.88) is less costly to investors than NBRTX (1.36). JVMCX is a more actively managed with annual turnover of: 47.00 vs. NBRTX (29.00). JVMCX has a lower initial minimum investment than NBRTX: JVMCX (1000) vs NBRTX (1000000). JVMCX annual gain was more profitable for investors over the last year : 1.79 vs. NBRTX (1.35). NBRTX return over 5 years is better than : 79.55 vs. JVMCX (55.49).
| JVMCX | NBRTX | JVMCX / NBRTX | |
| Total Expense Ratio | 1.87 | 0.85 | 220% |
| Annual Report Gross Expense Ratio | 1.88 | 1.36 | 138% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 7.905 | 1.029 | 768% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.00 | 0.73 | - |
| Returns for 1 year | 1.79 | 1.35 | 133% |
| Returns for 3 years | 20.12 | 18.48 | 109% |
| Returns for 5 years | 55.49 | 79.55 | 70% |
| Returns for 10 years | 35.64 | 24.71 | 144% |
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