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JVMTX vs NBRCX
JVMTX vs NBRCX Comparison
Open Charts JVMTX vs NBRCX
JHancock Disciplined Value Mid Cap R4
Price$29.16
Change+$0.18 (+0.62%)
VolumeN/A
Net Assets22.61B
Neuberger Berman M/C Intrinsic Val C
Price$25.90
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets52.37M
JVMTX vs NBRCX Comparison Chart in %
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JVMTX vs. NBRCX commentary
Jul 07, 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 JVMTX is a StrongBuy and NBRCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NBRCX (52.4M). JVMTX pays higher dividends than NBRCX: JVMTX (0.65) vs NBRCX (0.00). JVMTX was incepted earlier than NBRCX: JVMTX (12 years) vs NBRCX (15 years). NBRCX (2.51) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NBRCX (29.00). JVMTX has a lower initial minimum investment than NBRCX: JVMTX (0) vs NBRCX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. NBRCX (0.12). NBRCX return over 5 years is better than : 71.30 vs. JVMTX (61.96).
| JVMTX | NBRCX | JVMTX / NBRCX | |
| Total Expense Ratio | 1.00 | 1.96 | 51% |
| Annual Report Gross Expense Ratio | 1.11 | 2.51 | 44% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.361 | 0.427 | 1,960% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.65 | 0.00 | - |
| Returns for 1 year | 3.31 | 0.12 | 2,855% |
| Returns for 3 years | 23.47 | 15.57 | 151% |
| Returns for 5 years | 61.96 | 71.30 | 87% |
| Returns for 10 years | 46.97 | 9.38 | 501% |
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