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JVMIX vs NBMRX
JVMIX vs NBMRX Comparison
Open Charts JVMIX vs NBMRX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Neuberger Berman M/C Intrinsic Val R6
Price$27.75
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52M
JVMIX vs NBMRX Comparison Chart in %
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JVMIX vs. NBMRX 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 JVMIX is a Buy and NBMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NBMRX (52M). NBMRX (0.77) and JVMIX (0.74) have matching dividends . JVMIX was incepted earlier than NBMRX: JVMIX (28 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBMRX (29.00). NBMRX has a lower initial minimum investment than JVMIX: NBMRX (0) vs JVMIX (250000). NBMRX annual gain was more profitable for investors over the last year : 6.14 vs. JVMIX (2.91). NBMRX return over 5 years is better than : 80.59 vs. JVMIX (54.86).
| JVMIX | NBMRX | JVMIX / NBMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 1.72 | 50% |
| Fund Existence | 28 years | 6 years | - |
| Gain YTD | 11.985 | 5.755 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52M | 46,731% |
| Annual Yield % from dividends | 0.74 | 0.77 | 96% |
| Returns for 1 year | 2.91 | 6.14 | 47% |
| Returns for 3 years | 24.95 | 22.99 | 108% |
| Returns for 5 years | 54.86 | 80.59 | 68% |
| Returns for 10 years | 58.60 | N/A | - |