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JVMTX vs NBREX
JVMTX vs NBREX Comparison
Open Charts JVMTX vs NBREX
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 Tr
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMTX vs NBREX Comparison Chart in %
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JVMTX vs. NBREX 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 NBREX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NBREX (52.4M). JVMTX pays higher dividends than NBREX: JVMTX (0.65) vs NBREX (0.38). JVMTX was incepted earlier than NBREX: JVMTX (12 years) vs NBREX (26 years). NBREX (1.73) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NBREX (29.00). JVMTX (0) and NBREX (0) have matching initial minimum investment requirements. JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. NBREX (1.00). NBREX return over 5 years is better than : 77.05 vs. JVMTX (61.96).
| JVMTX | NBREX | JVMTX / NBREX | |
| Total Expense Ratio | 1.00 | 1.25 | 80% |
| Annual Report Gross Expense Ratio | 1.11 | 1.73 | 64% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 8.361 | 0.837 | 999% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.65 | 0.38 | 172% |
| Returns for 1 year | 3.31 | 1.00 | 330% |
| Returns for 3 years | 23.47 | 17.73 | 132% |
| Returns for 5 years | 61.96 | 77.05 | 80% |
| Returns for 10 years | 46.97 | 16.85 | 279% |
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