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JVMIX vs NBREX
JVMIX vs NBREX Comparison
Open Charts JVMIX vs NBREX
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 Tr
Price$27.95
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets50.88M
JVMIX vs NBREX Comparison Chart in %
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JVMIX vs. NBREX 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 NBREX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. NBREX (50.9M). JVMIX pays higher dividends than NBREX: JVMIX (0.74) vs NBREX (0.34). JVMIX was incepted earlier than NBREX: JVMIX (28 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMIX (0.86). 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). NBREX annual gain was more profitable for investors over the last year : -0.43 vs. JVMIX (-4.87). NBREX return over 5 years is better than : 73.48 vs. JVMIX (47.49).
| JVMIX | NBREX | JVMIX / NBREX | |
| Total Expense Ratio | 0.85 | 1.25 | 68% |
| Annual Report Gross Expense Ratio | 0.86 | 1.73 | 50% |
| Fund Existence | 28 years | 26 years | - |
| Gain YTD | 9.759 | 6.314 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.9M | 46,955% |
| Annual Yield % from dividends | 0.74 | 0.34 | 215% |
| Returns for 1 year | -4.87 | -0.43 | 1,139% |
| Returns for 3 years | 25.37 | 24.35 | 104% |
| Returns for 5 years | 47.49 | 73.48 | 65% |
| Returns for 10 years | 51.49 | 30.02 | 171% |
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