Interact to see
Advertisement
Advertisement
JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Neuberger Berman M/C Intrinsic Val A
Price$24.90
Change-$0.44 (-1.74%)
VolumeN/A
Net Assets49.31M
JVMIX vs NBRAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NBRAX commentary
Jun 16, 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 StrongBuy and NBRAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. NBRAX (49.3M). JVMIX pays higher dividends than NBRAX: JVMIX (0.80) vs NBRAX (0.40). JVMIX was incepted earlier than NBRAX: JVMIX (28 years) vs NBRAX (15 years). NBRAX (1.78) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 47.00 vs. NBRAX (29.00). NBRAX has a lower initial minimum investment than JVMIX: NBRAX (1000) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : -2.87 vs. NBRAX (-5.37). NBRAX return over 5 years is better than : 63.76 vs. JVMIX (52.19).
| JVMIX | NBRAX | JVMIX / NBRAX | |
| Total Expense Ratio | 0.87 | 1.21 | 72% |
| Annual Report Gross Expense Ratio | 0.88 | 1.78 | 49% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 2.486 | -5.287 | -47% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.3M | 43,611% |
| Annual Yield % from dividends | 0.80 | 0.40 | 202% |
| Returns for 1 year | -2.87 | -5.37 | 53% |
| Returns for 3 years | 16.82 | 10.51 | 160% |
| Returns for 5 years | 52.19 | 63.76 | 82% |
| Returns for 10 years | 36.89 | 6.54 | 564% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers