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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JHancock Disciplined Value Mid Cap I
Price$27.62
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Neuberger Berman M/C Intrinsic Val Inst
Price$24.90
Change-$0.44 (-1.74%)
VolumeN/A
Net Assets49.31M
JVMIX vs NBRTX Comparison Chart
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JVMIX vs. NBRTX commentary
Jun 16, 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 StrongBuy and NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 21.5B vs. NBRTX (49.3M). JVMIX pays higher dividends than NBRTX: JVMIX (0.80) vs NBRTX (0.76). 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: 47.00 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 : -2.87 vs. NBRTX (-5.03). NBRTX return over 5 years is better than : 66.01 vs. JVMIX (52.19).
| JVMIX | NBRTX | JVMIX / NBRTX | |
| Total Expense Ratio | 0.87 | 0.85 | 102% |
| Annual Report Gross Expense Ratio | 0.88 | 1.36 | 65% |
| Fund Existence | 28 years | 15 years | - |
| Gain YTD | 2.486 | -5.107 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.3M | 43,611% |
| Annual Yield % from dividends | 0.80 | 0.76 | 106% |
| Returns for 1 year | -2.87 | -5.03 | 57% |
| Returns for 3 years | 16.82 | 11.19 | 150% |
| Returns for 5 years | 52.19 | 66.01 | 79% |
| Returns for 10 years | 36.89 | 13.53 | 273% |
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