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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$30.26
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets24.38B
Neuberger Berman M/C Intrinsic Val Inst
Price$27.74
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Sep 09, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.4B vs. NBRTX (52M). JVMRX pays higher dividends than NBRTX: JVMRX (0.84) vs NBRTX (0.69). JVMRX was incepted earlier than NBRTX: JVMRX (14 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMRX (1000000) and NBRTX (1000000) have matching initial minimum investment requirements. NBRTX annual gain was more profitable for investors over the last year : 6.05 vs. JVMRX (3.02). NBRTX return over 5 years is better than : 77.99 vs. JVMRX (55.40).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.36 | 55% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 12.064 | 5.716 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 52M | 46,923% |
| Annual Yield % from dividends | 0.84 | 0.69 | 122% |
| Returns for 1 year | 3.02 | 6.05 | 50% |
| Returns for 3 years | 25.20 | 21.41 | 118% |
| Returns for 5 years | 55.40 | 77.99 | 71% |
| Returns for 10 years | 59.55 | 39.09 | 152% |
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