JVMSX
Price
$27.43
Change
-$0.32 (-1.15%)
Updated
Jun 13 closing price
Net Assets
21.46B
NBMRX
Price
$24.91
Change
-$0.43 (-1.70%)
Updated
Jun 13 closing price
Net Assets
49.31M
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JVMSX vs NBMRX

Header iconJVMSX vs NBMRX Comparison
Open Charts JVMSX vs NBMRXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$27.43
Change-$0.32 (-1.15%)
VolumeN/A
Net Assets21.46B
Neuberger Berman M/C Intrinsic Val R6
Price$24.91
Change-$0.43 (-1.70%)
VolumeN/A
Net Assets49.31M
JVMSX vs NBMRX Comparison Chart
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JVMSX vs. NBMRX commentary
Jun 16, 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 JVMSX is a StrongBuy and NBMRX is a Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 21.5B vs. NBMRX (49.3M). NBMRX pays higher dividends than JVMSX: NBMRX (0.85) vs JVMSX (0.43). JVMSX was incepted earlier than NBMRX: JVMSX (13 years) vs NBMRX (6 years). NBMRX (1.72) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 47.00 vs. NBMRX (29.00). JVMSX (0) and NBMRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -3.29 vs. NBMRX (-4.91). NBMRX return over 5 years is better than : 68.55 vs. JVMSX (50.13).
JVMSXNBMRXJVMSX / NBMRX
Total Expense Ratio1.250.75167%
Annual Report Gross Expense Ratio1.261.7273%
Fund Existence13 years6 years-
Gain YTD2.313-5.069-46%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets21.5B49.3M43,611%
Annual Yield % from dividends0.430.8551%
Returns for 1 year-3.29-4.9167%
Returns for 3 years15.8012.69124%
Returns for 5 years50.1368.5573%
Returns for 10 years33.43N/A-
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