Interact to see
Advertisement
Advertisement
JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$28.21
Change+$0.06 (+0.21%)
VolumeN/A
Net Assets24.32B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52M
JVMCX vs NBRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMCX vs. NBRTX commentary
Sep 09, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 24.3B vs. NBRTX (52M). NBRTX pays higher dividends than JVMCX: NBRTX (0.69) vs JVMCX (0.00). JVMCX was incepted earlier than NBRTX: JVMCX (14 years) vs NBRTX (16 years). JVMCX (1.86) is less costly to investors than NBRTX (1.36). JVMCX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMCX has a lower initial minimum investment than NBRTX: JVMCX (1000) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : 6.05 vs. JVMCX (1.22). NBRTX return over 5 years is better than : 77.99 vs. JVMCX (48.03).
| JVMCX | NBRTX | JVMCX / NBRTX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 1.36 | 137% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 11.265 | 5.716 | 197% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52M | 46,731% |
| Annual Yield % from dividends | 0.00 | 0.69 | - |
| Returns for 1 year | 1.22 | 6.05 | 20% |
| Returns for 3 years | 21.25 | 21.41 | 99% |
| Returns for 5 years | 48.03 | 77.99 | 62% |
| Returns for 10 years | 45.05 | 39.09 | 115% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement