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JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JHancock Disciplined Value Mid Cap I
Price$27.92
Change+$0.05 (+0.18%)
VolumeN/A
Net Assets23.95B
Neuberger M/C Intrinsic Val A
Price$26.68
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets50.79M
JVMIX vs NBRAX Comparison Chart in %
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JVMIX vs. NBRAX commentary
Dec 28, 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 Hold and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. NBRAX (50.8M). JVMIX pays higher dividends than NBRAX: JVMIX (0.74) vs NBRAX (0.35). JVMIX was incepted earlier than NBRAX: JVMIX (29 years) vs NBRAX (16 years). NBRAX (1.78) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBRAX (16.00). 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 : 2.38 vs. NBRAX (-0.30). NBRAX return over 5 years is better than : 37.73 vs. JVMIX (23.98).
| JVMIX | NBRAX | JVMIX / NBRAX | |
| Total Expense Ratio | 0.85 | 1.21 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.78 | 48% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 3.599 | 1.483 | 243% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.8M | 47,047% |
| Annual Yield % from dividends | 0.74 | 0.35 | 212% |
| Returns for 1 year | 2.38 | -0.30 | -797% |
| Returns for 3 years | 16.35 | 14.73 | 111% |
| Returns for 5 years | 23.98 | 37.73 | 64% |
| Returns for 10 years | 50.19 | 49.18 | 102% |
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