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JVMRX vs NBMRX
JVMRX vs NBMRX Comparison
Open Charts JVMRX vs NBMRX
JHancock Disciplined Value Mid Cap R6
Price$29.23
Change+$0.19 (+0.65%)
VolumeN/A
Net Assets22.61B
Neuberger Berman M/C Intrinsic Val R6
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMRX vs NBMRX Comparison Chart in %
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JVMRX vs. NBMRX commentary
Jul 07, 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 JVMRX is a StrongBuy and NBMRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.6B vs. NBMRX (52.4M). JVMRX pays higher dividends than NBMRX: JVMRX (0.88) vs NBMRX (0.82). JVMRX was incepted earlier than NBMRX: JVMRX (14 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMRX (0.76). JVMRX is a more actively managed with annual turnover of: 47.00 vs. NBMRX (29.00). NBMRX has a lower initial minimum investment than JVMRX: NBMRX (0) vs JVMRX (1000000). JVMRX annual gain was more profitable for investors over the last year : 3.59 vs. NBMRX (1.39). NBMRX return over 5 years is better than : 82.11 vs. JVMRX (63.32).
| JVMRX | NBMRX | JVMRX / NBMRX | |
| Total Expense Ratio | 0.75 | 0.75 | 100% |
| Annual Report Gross Expense Ratio | 0.76 | 1.72 | 44% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 8.500 | 1.029 | 826% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.88 | 0.82 | 107% |
| Returns for 1 year | 3.59 | 1.39 | 258% |
| Returns for 3 years | 24.14 | 19.98 | 121% |
| Returns for 5 years | 63.32 | 82.11 | 77% |
| Returns for 10 years | 49.30 | N/A | - |
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