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JVMSX vs NBMRX
JVMSX vs NBMRX Comparison
Open Charts JVMSX vs NBMRX
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.
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).
| JVMSX | NBMRX | JVMSX / NBMRX | |
| Total Expense Ratio | 1.25 | 0.75 | 167% |
| Annual Report Gross Expense Ratio | 1.26 | 1.72 | 73% |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 2.313 | -5.069 | -46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 21.5B | 49.3M | 43,611% |
| Annual Yield % from dividends | 0.43 | 0.85 | 51% |
| Returns for 1 year | -3.29 | -4.91 | 67% |
| Returns for 3 years | 15.80 | 12.69 | 124% |
| Returns for 5 years | 50.13 | 68.55 | 73% |
| Returns for 10 years | 33.43 | N/A | - |
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