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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JHancock Disciplined Value Mid Cap I
Price$30.25
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.32B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX commentary
Sep 09, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.3B vs. NBRTX (52M). JVMIX pays higher dividends than NBRTX: JVMIX (0.74) vs NBRTX (0.69). 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 : 6.05 vs. JVMIX (2.91). NBRTX return over 5 years is better than : 77.99 vs. JVMIX (54.86).
| 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 | 11.985 | 5.716 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52M | 46,731% |
| Annual Yield % from dividends | 0.74 | 0.69 | 108% |
| Returns for 1 year | 2.91 | 6.05 | 48% |
| Returns for 3 years | 24.95 | 21.41 | 117% |
| Returns for 5 years | 54.86 | 77.99 | 70% |
| Returns for 10 years | 58.60 | 39.09 | 150% |
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