JVMIX
Price
$29.37
Change
-$0.23 (-0.78%)
Updated
Aug 15 closing price
Net Assets
23.59B
NBRTX
Price
$26.40
Change
-$0.10 (-0.38%)
Updated
Aug 15 closing price
Net Assets
50.85M
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JVMIX vs NBRTX

Header iconJVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTXBanner chart's image
JHancock Disciplined Value Mid Cap I
Price$29.37
Change-$0.23 (-0.78%)
VolumeN/A
Net Assets23.59B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.40
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets50.85M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX commentary
Aug 18, 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.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. NBRTX (50.8M). JVMIX pays higher dividends than NBRTX: JVMIX (0.76) vs NBRTX (0.72). JVMIX was incepted earlier than NBRTX: JVMIX (28 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMIX (0.88). 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). JVMIX annual gain was more profitable for investors over the last year : 0.76 vs. NBRTX (0.35). NBRTX return over 5 years is better than : 66.67 vs. JVMIX (50.10).
JVMIXNBRTXJVMIX / NBRTX
Total Expense Ratio0.870.85102%
Annual Report Gross Expense Ratio0.881.3665%
Fund Existence28 years15 years-
Gain YTD8.9800.6101,473%
Front LoadN/AN/A-
Min. Initial Investment250000100000025%
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B50.8M46,457%
Annual Yield % from dividends0.760.72107%
Returns for 1 year0.760.35214%
Returns for 3 years11.904.21282%
Returns for 5 years50.1066.6775%
Returns for 10 years45.2925.43178%
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