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JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Neuberger Berman M/C Intrinsic Val A
Price$26.38
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets50.85M
JVMIX vs NBRAX Comparison Chart in %
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JVMIX vs. NBRAX commentary
Aug 19, 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 NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. NBRAX (50.8M). JVMIX pays higher dividends than NBRAX: JVMIX (0.76) vs NBRAX (0.38). 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: 49.00 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 : 0.76 vs. NBRAX (-0.02). NBRAX return over 5 years is better than : 64.41 vs. JVMIX (50.10).
| 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 | 8.980 | 0.342 | 2,623% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 50.8M | 46,457% |
| Annual Yield % from dividends | 0.76 | 0.38 | 203% |
| Returns for 1 year | 0.76 | -0.02 | -4,952% |
| Returns for 3 years | 11.90 | 3.54 | 336% |
| Returns for 5 years | 50.10 | 64.41 | 78% |
| Returns for 10 years | 45.29 | 17.66 | 256% |
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