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JVMIX vs NBREX
JVMIX vs NBREX Comparison
Open Charts JVMIX vs NBREX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Neuberger Berman M/C Intrinsic Val Tr
Price$24.91
Change-$0.43 (-1.70%)
VolumeN/A
Net Assets49.31M
JVMIX vs NBREX Comparison Chart
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JVMIX vs. NBREX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. NBREX (49.3M). JVMIX pays higher dividends than NBREX: JVMIX (0.80) vs NBREX (0.39). 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: 47.00 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 : -2.87 vs. NBREX (-5.34). NBREX return over 5 years is better than : 63.76 vs. JVMIX (52.19).
| 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 | 2.486 | -5.249 | -47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.3M | 43,611% |
| Annual Yield % from dividends | 0.80 | 0.39 | 207% |
| Returns for 1 year | -2.87 | -5.34 | 54% |
| Returns for 3 years | 16.82 | 10.53 | 160% |
| Returns for 5 years | 52.19 | 63.76 | 82% |
| Returns for 10 years | 36.89 | 6.41 | 576% |
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