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JVMSX vs NBREX
JVMSX vs NBREX Comparison
Open Charts JVMSX vs NBREX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Neuberger M/C Intrinsic Val Tr
Price$26.66
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets50.79M
JVMSX vs NBREX Comparison Chart in %
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JVMSX vs. NBREX commentary
Dec 27, 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 Hold and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NBREX (50.8M). JVMSX pays higher dividends than NBREX: JVMSX (0.40) vs NBREX (0.34). JVMSX was incepted earlier than NBREX: JVMSX (14 years) vs NBREX (27 years). NBREX (1.73) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NBREX (16.00). JVMSX (0) and NBREX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. NBREX (-0.37). NBREX return over 5 years is better than : 37.55 vs. JVMSX (22.25).
| JVMSX | NBREX | JVMSX / NBREX | |
| Total Expense Ratio | 1.24 | 1.25 | 99% |
| Annual Report Gross Expense Ratio | 1.25 | 1.73 | 72% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 3.506 | 1.407 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.8M | 47,047% |
| Annual Yield % from dividends | 0.40 | 0.34 | 117% |
| Returns for 1 year | 2.29 | -0.37 | -612% |
| Returns for 3 years | 15.22 | 14.66 | 104% |
| Returns for 5 years | 22.25 | 37.55 | 59% |
| Returns for 10 years | 46.26 | 48.86 | 95% |
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