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JVMIX vs NBRCX
JVMIX vs NBRCX Comparison
Open Charts JVMIX vs NBRCX
JHancock Disciplined Value Mid Cap I
Price$29.58
Change+$0.13 (+0.44%)
VolumeN/A
Net Assets23.85B
Neuberger Berman M/C Intrinsic Val C
Price$27.25
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets50.88M
JVMIX vs NBRCX Comparison Chart in %
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JVMIX vs. NBRCX commentary
Oct 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 Hold and NBRCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. NBRCX (50.9M). JVMIX pays higher dividends than NBRCX: JVMIX (0.74) vs NBRCX (0.00). JVMIX was incepted earlier than NBRCX: JVMIX (28 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBRCX (29.00). NBRCX has a lower initial minimum investment than JVMIX: NBRCX (1000) vs JVMIX (250000). NBRCX annual gain was more profitable for investors over the last year : -1.30 vs. JVMIX (-4.87). NBRCX return over 5 years is better than : 67.80 vs. JVMIX (47.49).
| JVMIX | NBRCX | JVMIX / NBRCX | |
| Total Expense Ratio | 0.85 | 1.96 | 43% |
| Annual Report Gross Expense Ratio | 0.86 | 2.51 | 34% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 9.759 | 5.661 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.9M | 46,955% |
| Annual Yield % from dividends | 0.74 | 0.00 | - |
| Returns for 1 year | -4.87 | -1.30 | 373% |
| Returns for 3 years | 25.37 | 22.09 | 115% |
| Returns for 5 years | 47.49 | 67.80 | 70% |
| Returns for 10 years | 51.49 | 21.69 | 237% |
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