Interact to see
Advertisement
Advertisement
JVMTX vs NBREX
JVMTX vs NBREX Comparison
Open Charts JVMTX vs NBREX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Neuberger M/C Intrinsic Val Tr
Price$27.41
Change-$1.01 (-3.55%)
VolumeN/A
Net Assets50.72M
JVMTX vs NBREX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMTX vs. NBREX commentary
Feb 04, 2026
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 Buy and NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. NBREX (50.7M). NBREX (0.62) and JVMTX (0.60) have matching dividends . JVMTX was incepted earlier than NBREX: JVMTX (13 years) vs NBREX (27 years). NBREX (1.77) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. NBREX (16.00). JVMTX (0) and NBREX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. NBREX (3.70). NBREX return over 5 years is better than : 29.91 vs. JVMTX (22.28).
| JVMTX | NBREX | JVMTX / NBREX | |
| Total Expense Ratio | 0.99 | 1.25 | 79% |
| Annual Report Gross Expense Ratio | 1.10 | 1.77 | 62% |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 5.177 | 4.419 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 50.7M | 48,718% |
| Annual Yield % from dividends | 0.60 | 0.62 | 96% |
| Returns for 1 year | 4.79 | 3.70 | 130% |
| Returns for 3 years | 11.22 | 9.39 | 120% |
| Returns for 5 years | 22.28 | 29.91 | 75% |
| Returns for 10 years | 76.80 | 70.90 | 108% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BSVO | 25.84 | 0.23 | +0.89% |
| EA Bridgeway Omni Small-Cap Value ETF | |||
| XXCH | 32.70 | N/A | N/A |
| Direxion Daily MSCI Emerging Markets ex China Bull 2X Shares | |||
| USDX | 25.52 | -0.01 | -0.06% |
| SGI Enhanced Core ETF | |||
| CEGX | 15.59 | -0.32 | -2.01% |
| Tradr 2X Long CEG Daily ETF | |||
| DTEC | 45.12 | -1.75 | -3.73% |
| ALPS Disruptive Technologies ETF | |||