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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JHancock Disciplined Value Mid Cap R6
Price$29.38
Change-$0.22 (-0.74%)
VolumeN/A
Net Assets23.59B
Neuberger Berman M/C Intrinsic Val Inst
Price$26.40
Change-$0.10 (-0.38%)
VolumeN/A
Net Assets50.85M
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Aug 18, 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: 23.6B vs. NBRTX (50.8M). JVMRX pays higher dividends than NBRTX: JVMRX (0.86) vs NBRTX (0.72). JVMRX was incepted earlier than NBRTX: JVMRX (14 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMRX (0.76). 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. JVMRX annual gain was more profitable for investors over the last year : 0.87 vs. NBRTX (0.35). NBRTX return over 5 years is better than : 66.67 vs. JVMRX (50.62).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.75 | 0.85 | 88% |
| Annual Report Gross Expense Ratio | 0.76 | 1.36 | 56% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 9.057 | 0.610 | 1,485% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 50.8M | 46,457% |
| Annual Yield % from dividends | 0.86 | 0.72 | 121% |
| Returns for 1 year | 0.87 | 0.35 | 245% |
| Returns for 3 years | 12.17 | 4.21 | 289% |
| Returns for 5 years | 50.62 | 66.67 | 76% |
| Returns for 10 years | 46.16 | 25.43 | 182% |
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