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JVMSX vs NBRAX
JVMSX vs NBRAX Comparison
Open Charts JVMSX vs NBRAX
JHancock Disciplined Value Mid Cap R2
Price$29.15
Change-$0.22 (-0.75%)
VolumeN/A
Net Assets23.59B
Neuberger Berman M/C Intrinsic Val A
Price$26.38
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets50.85M
JVMSX vs NBRAX Comparison Chart in %
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JVMSX vs. NBRAX commentary
Aug 19, 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 Buy and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. NBRAX (50.8M). JVMSX pays higher dividends than NBRAX: JVMSX (0.41) vs NBRAX (0.38). JVMSX was incepted earlier than NBRAX: JVMSX (13 years) vs NBRAX (15 years). NBRAX (1.78) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NBRAX (29.00). JVMSX has a lower initial minimum investment than NBRAX: JVMSX (0) vs NBRAX (1000). JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. NBRAX (-0.02). NBRAX return over 5 years is better than : 64.41 vs. JVMSX (48.09).
| JVMSX | NBRAX | JVMSX / NBRAX | |
| Total Expense Ratio | 1.25 | 1.21 | 103% |
| Annual Report Gross Expense Ratio | 1.26 | 1.78 | 71% |
| Fund Existence | 13 years | 15 years | - |
| Gain YTD | 8.728 | 0.342 | 2,550% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 50.8M | 46,457% |
| Annual Yield % from dividends | 0.41 | 0.38 | 110% |
| Returns for 1 year | 0.34 | -0.02 | -2,227% |
| Returns for 3 years | 10.96 | 3.54 | 309% |
| Returns for 5 years | 48.09 | 64.41 | 75% |
| Returns for 10 years | 41.60 | 17.66 | 236% |
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