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JVMIX vs NBREX
JVMIX vs NBREX Comparison
Open Charts JVMIX vs NBREX
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 Tr
Price$26.93
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets52.08M
JVMIX vs NBREX Comparison Chart in %
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JVMIX vs. NBREX commentary
Jul 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 StrongBuy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. NBREX (52.1M). JVMIX pays higher dividends than NBREX: JVMIX (0.78) vs NBREX (0.38). JVMIX was incepted earlier than NBREX: JVMIX (28 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMIX (0.88). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMIX: NBREX (0) vs JVMIX (250000). JVMIX annual gain was more profitable for investors over the last year : 1.20 vs. NBREX (0.54). NBREX return over 5 years is better than : 77.04 vs. JVMIX (58.07).
| JVMIX | NBREX | JVMIX / NBREX | |
| Total Expense Ratio | 0.87 | 1.25 | 70% |
| Annual Report Gross Expense Ratio | 0.88 | 1.73 | 51% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 9.314 | 2.434 | 383% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 52.1M | 44,338% |
| Annual Yield % from dividends | 0.78 | 0.38 | 207% |
| Returns for 1 year | 1.20 | 0.54 | 222% |
| Returns for 3 years | 21.47 | 16.52 | 130% |
| Returns for 5 years | 58.07 | 77.04 | 75% |
| Returns for 10 years | 50.28 | 20.81 | 242% |
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