Interact to see
Advertisement
Advertisement
JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JHancock Disciplined Value Mid Cap I
Price$30.18
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.32B
Neuberger Berman M/C Intrinsic Val A
Price$27.72
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets52.59M
JVMIX vs NBRAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NBRAX commentary
Sep 08, 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: 24.3B vs. NBRAX (52.6M). JVMIX pays higher dividends than NBRAX: JVMIX (0.74) vs NBRAX (0.36). JVMIX was incepted earlier than NBRAX: JVMIX (28 years) vs NBRAX (15 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 (29.00). NBRAX has a lower initial minimum investment than JVMIX: NBRAX (1000) vs JVMIX (250000). NBRAX annual gain was more profitable for investors over the last year : 5.66 vs. JVMIX (2.91). NBRAX return over 5 years is better than : 75.57 vs. JVMIX (54.86).
| JVMIX | NBRAX | JVMIX / NBRAX | |
| Total Expense Ratio | 0.85 | 1.21 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.78 | 48% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 11.985 | 5.439 | 220% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52.6M | 46,198% |
| Annual Yield % from dividends | 0.74 | 0.36 | 206% |
| Returns for 1 year | 2.91 | 5.66 | 51% |
| Returns for 3 years | 24.95 | 20.69 | 121% |
| Returns for 5 years | 54.86 | 75.57 | 73% |
| Returns for 10 years | 58.60 | 30.50 | 192% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement