Interact to see
Advertisement
Advertisement
JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JHancock Disciplined Value Mid Cap I
Price$30.34
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Neuberger Berman M/C Intrinsic Val Inst
Price$28.86
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets50.84M
JVMIX vs NBRTX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NBRTX commentary
Dec 04, 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: 24.5B vs. NBRTX (50.8M). JVMIX pays higher dividends than NBRTX: JVMIX (0.74) vs NBRTX (0.66). JVMIX was incepted earlier than NBRTX: JVMIX (29 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 : -1.84 vs. JVMIX (-5.91). NBRTX return over 5 years is better than : 54.67 vs. JVMIX (33.54).
| JVMIX | NBRTX | JVMIX / NBRTX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.36 | 63% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 12.022 | 9.146 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 50.8M | 48,228% |
| Annual Yield % from dividends | 0.74 | 0.66 | 111% |
| Returns for 1 year | -5.91 | -1.84 | 321% |
| Returns for 3 years | 14.46 | 17.07 | 85% |
| Returns for 5 years | 33.54 | 54.67 | 61% |
| Returns for 10 years | 50.20 | 44.49 | 113% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| CLSM | 23.44 | 0.07 | +0.32% |
| ETC Cabana Target Leading Sector Mod ETF | |||
| SZNE | 34.62 | 0.10 | +0.29% |
| Pacer CFRA-Stovall Eq WghtSeasnlRottnETF | |||
| RGLO | 29.31 | 0.08 | +0.29% |
| Russell Inv Global Equity ETF | |||
| IBDT | 25.43 | 0.01 | +0.06% |
| iShares iBonds Dec 2028 Term Corp ETF | |||
| BGRN | 48.00 | 0.03 | +0.05% |
| iShares USD Green Bond ETF | |||