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JVMRX vs NBREX
JVMRX vs NBREX Comparison
Open Charts JVMRX vs NBREX
JHancock Disciplined Value Mid Cap R6
Price$30.19
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets24.3B
Neuberger Berman M/C Intrinsic Val Tr
Price$27.72
Change+$0.11 (+0.40%)
VolumeN/A
Net Assets52.53M
JVMRX vs NBREX Comparison Chart in %
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JVMRX vs. NBREX commentary
Sep 08, 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 Buy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.3B vs. NBREX (52.5M). JVMRX pays higher dividends than NBREX: JVMRX (0.84) vs NBREX (0.35). JVMRX was incepted earlier than NBREX: JVMRX (14 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). NBREX has a lower initial minimum investment than JVMRX: NBREX (0) vs JVMRX (1000000). NBREX annual gain was more profitable for investors over the last year : 5.65 vs. JVMRX (3.02). NBREX return over 5 years is better than : 75.50 vs. JVMRX (55.40).
| JVMRX | NBREX | JVMRX / NBREX | |
| Total Expense Ratio | 0.74 | 1.25 | 59% |
| Annual Report Gross Expense Ratio | 0.75 | 1.73 | 43% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | 12.064 | 5.439 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.3B | 52.5M | 46,286% |
| Annual Yield % from dividends | 0.84 | 0.35 | 238% |
| Returns for 1 year | 3.02 | 5.65 | 53% |
| Returns for 3 years | 25.20 | 20.61 | 122% |
| Returns for 5 years | 55.40 | 75.50 | 73% |
| Returns for 10 years | 59.55 | 30.34 | 196% |
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