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JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Neuberger Berman M/C Intrinsic Val A
Price$26.92
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets52.08M
JVMIX vs NBRAX Comparison Chart in %
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JVMIX vs. NBRAX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. NBRAX (52.1M). JVMIX pays higher dividends than NBRAX: JVMIX (0.78) 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 : 1.20 vs. NBRAX (0.51). NBRAX return over 5 years is better than : 77.05 vs. JVMIX (58.07).
| 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 | 9.314 | 2.396 | 389% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 52.1M | 44,338% |
| Annual Yield % from dividends | 0.78 | 0.38 | 202% |
| Returns for 1 year | 1.20 | 0.51 | 235% |
| Returns for 3 years | 21.47 | 16.50 | 130% |
| Returns for 5 years | 58.07 | 77.05 | 75% |
| Returns for 10 years | 50.28 | 20.91 | 240% |
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