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JVMSX vs NBREX
JVMSX vs NBREX Comparison
Open Charts JVMSX vs NBREX
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 Tr
Price$26.38
Change-$0.11 (-0.42%)
VolumeN/A
Net Assets50.85M
JVMSX vs NBREX Comparison Chart in %
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JVMSX vs. NBREX 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 JVMSX is a Buy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.6B vs. NBREX (50.8M). JVMSX pays higher dividends than NBREX: JVMSX (0.41) vs NBREX (0.37). JVMSX was incepted earlier than NBREX: JVMSX (13 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NBREX (29.00). JVMSX (0) and NBREX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 0.34 vs. NBREX (-0.02). NBREX return over 5 years is better than : 64.34 vs. JVMSX (48.09).
| JVMSX | NBREX | JVMSX / NBREX | |
| Total Expense Ratio | 1.25 | 1.25 | 100% |
| Annual Report Gross Expense Ratio | 1.26 | 1.73 | 73% |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 8.728 | 0.342 | 2,550% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 50.8M | 46,457% |
| Annual Yield % from dividends | 0.41 | 0.37 | 112% |
| Returns for 1 year | 0.34 | -0.02 | -1,513% |
| Returns for 3 years | 10.96 | 3.51 | 312% |
| Returns for 5 years | 48.09 | 64.34 | 75% |
| Returns for 10 years | 41.60 | 17.52 | 237% |
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