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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
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 Inst
Price$27.98
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets50.88M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX 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 NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.9B vs. NBRTX (50.9M). JVMIX pays higher dividends than NBRTX: JVMIX (0.74) vs NBRTX (0.67). JVMIX was incepted earlier than NBRTX: JVMIX (28 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMIX has a lower initial minimum investment than NBRTX: JVMIX (250000) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : -0.09 vs. JVMIX (-4.87). NBRTX return over 5 years is better than : 75.89 vs. JVMIX (47.49).
| JVMIX | NBRTX | JVMIX / NBRTX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.36 | 63% |
| Fund Existence | 28 years | 16 years | - |
| Gain YTD | 9.759 | 6.631 | 147% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.9M | 46,955% |
| Annual Yield % from dividends | 0.74 | 0.67 | 110% |
| Returns for 1 year | -4.87 | -0.09 | 5,403% |
| Returns for 3 years | 25.37 | 25.16 | 101% |
| Returns for 5 years | 47.49 | 75.89 | 63% |
| Returns for 10 years | 51.49 | 38.70 | 133% |
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