JVMSX
Price
$29.29
Change
+$0.18 (+0.62%)
Updated
Aug 19 closing price
Net Assets
23.55B
NBRRX
Price
$26.36
Change
+$0.06 (+0.23%)
Updated
Aug 18 closing price
Net Assets
50.95M
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JVMSX vs NBRRX

Header iconJVMSX vs NBRRX Comparison
Open Charts JVMSX vs NBRRXBanner chart's image
JHancock Disciplined Value Mid Cap R2
Price$29.29
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets23.55B
Neuberger Berman M/C Intrinsic Val R3
Price$26.36
Change+$0.06 (+0.23%)
VolumeN/A
Net Assets50.95M
JVMSX vs NBRRX Comparison Chart in %
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JVMSX vs. NBRRX commentary
Aug 20, 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 NBRRX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.5B vs. NBRRX (50.9M). JVMSX pays higher dividends than NBRRX: JVMSX (0.41) vs NBRRX (0.20). JVMSX was incepted earlier than NBRRX: JVMSX (13 years) vs NBRRX (15 years). NBRRX (2.06) is less costly to investors than JVMSX (1.26). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NBRRX (29.00). JVMSX (0) and NBRRX (0) have matching initial minimum investment requirements. JVMSX annual gain was more profitable for investors over the last year : -0.24 vs. NBRRX (-0.26). NBRRX return over 5 years is better than : 66.48 vs. JVMSX (52.01).
JVMSXNBRRXJVMSX / NBRRX
Total Expense Ratio1.251.4686%
Annual Report Gross Expense Ratio1.262.0661%
Fund Existence13 years15 years-
Gain YTD9.2500.4192,207%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets23.5B50.9M46,169%
Annual Yield % from dividends0.410.20204%
Returns for 1 year-0.24-0.2691%
Returns for 3 years13.245.13258%
Returns for 5 years52.0166.4878%
Returns for 10 years50.3522.11228%
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