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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JHancock Disciplined Value Mid Cap I
Price$29.46
Change+$0.18 (+0.61%)
VolumeN/A
Net Assets23.06B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.93
Change+$0.16 (+0.60%)
VolumeN/A
Net Assets52.08M
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX commentary
Jul 28, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.1B vs. NBRTX (52.1M). JVMIX pays higher dividends than NBRTX: JVMIX (0.78) vs NBRTX (0.73). 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 : 1.20 vs. NBRTX (0.85). NBRTX return over 5 years is better than : 79.55 vs. JVMIX (58.07).
| 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 | 9.314 | 2.630 | 354% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.1B | 52.1M | 44,338% |
| Annual Yield % from dividends | 0.78 | 0.73 | 106% |
| Returns for 1 year | 1.20 | 0.85 | 142% |
| Returns for 3 years | 21.47 | 17.26 | 124% |
| Returns for 5 years | 58.07 | 79.55 | 73% |
| Returns for 10 years | 50.28 | 28.88 | 174% |
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