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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JHancock Disciplined Value Mid Cap C
Price$25.82
Change-$0.30 (-1.15%)
VolumeN/A
Net Assets21.46B
Neuberger Berman M/C Intrinsic Val Inst
Price$24.90
Change-$0.44 (-1.74%)
VolumeN/A
Net Assets49.31M
JVMCX vs NBRTX Comparison Chart
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JVMCX vs. NBRTX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 21.5B vs. NBRTX (49.3M). NBRTX pays higher dividends than JVMCX: NBRTX (0.76) 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 : -4.05 vs. NBRTX (-5.03). NBRTX return over 5 years is better than : 66.01 vs. JVMCX (45.41).
| 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 | 2.055 | -5.107 | -40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.3M | 43,611% |
| Annual Yield % from dividends | 0.00 | 0.76 | - |
| Returns for 1 year | -4.05 | -5.03 | 81% |
| Returns for 3 years | 13.31 | 11.19 | 119% |
| Returns for 5 years | 45.41 | 66.01 | 69% |
| Returns for 10 years | 25.18 | 13.53 | 186% |
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