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JVMSX vs NBRTX
JVMSX vs NBRTX Comparison
Open Charts JVMSX vs NBRTX
JHancock Disciplined Value Mid Cap R2
Price$27.75
Change+$0.04 (+0.14%)
VolumeN/A
Net Assets23.95B
Neuberger M/C Intrinsic Val Inst
Price$26.61
Change+$0.04 (+0.15%)
VolumeN/A
Net Assets50.79M
JVMSX vs NBRTX Comparison Chart in %
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JVMSX vs. NBRTX commentary
Dec 28, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NBRTX (50.8M). NBRTX pays higher dividends than JVMSX: NBRTX (0.66) vs JVMSX (0.40). JVMSX was incepted earlier than NBRTX: JVMSX (14 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (16.00). JVMSX has a lower initial minimum investment than NBRTX: JVMSX (0) vs NBRTX (1000000). JVMSX annual gain was more profitable for investors over the last year : 2.29 vs. NBRTX (-0.37). NBRTX return over 5 years is better than : 38.95 vs. JVMSX (22.25).
| JVMSX | NBRTX | JVMSX / NBRTX | |
| Total Expense Ratio | 1.24 | 0.85 | 146% |
| Annual Report Gross Expense Ratio | 1.25 | 1.36 | 92% |
| Fund Existence | 14 years | 16 years | - |
| Gain YTD | 3.506 | 1.410 | 249% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 50.8M | 47,047% |
| Annual Yield % from dividends | 0.40 | 0.66 | 60% |
| Returns for 1 year | 2.29 | -0.37 | -610% |
| Returns for 3 years | 15.22 | 15.42 | 99% |
| Returns for 5 years | 22.25 | 38.95 | 57% |
| Returns for 10 years | 46.26 | 54.92 | 84% |
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