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JVMTX vs NBRRX
JVMTX vs NBRRX Comparison
Open Charts JVMTX vs NBRRX
JHancock Disciplined Value Mid Cap R4
Price$30.18
Change+$0.08 (+0.27%)
VolumeN/A
Net Assets24.38B
Neuberger Berman M/C Intrinsic Val R3
Price$27.64
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets52.59M
JVMTX vs NBRRX Comparison Chart in %
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JVMTX vs. NBRRX commentary
Sep 09, 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 Buy and NBRRX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.4B vs. NBRRX (52.6M). JVMTX pays higher dividends than NBRRX: JVMTX (0.62) vs NBRRX (0.19). JVMTX was incepted earlier than NBRRX: JVMTX (12 years) vs NBRRX (15 years). NBRRX (2.06) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. NBRRX (29.00). JVMTX (0) and NBRRX (0) have matching initial minimum investment requirements. NBRRX annual gain was more profitable for investors over the last year : 7.30 vs. JVMTX (4.39). NBRRX return over 5 years is better than : 76.68 vs. JVMTX (55.89).
| JVMTX | NBRRX | JVMTX / NBRRX | |
| Total Expense Ratio | 0.99 | 1.46 | 68% |
| Annual Report Gross Expense Ratio | 1.10 | 2.06 | 53% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 12.152 | 5.295 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.4B | 52.6M | 46,388% |
| Annual Yield % from dividends | 0.62 | 0.19 | 321% |
| Returns for 1 year | 4.39 | 7.30 | 60% |
| Returns for 3 years | 19.42 | 14.95 | 130% |
| Returns for 5 years | 55.89 | 76.68 | 73% |
| Returns for 10 years | 57.94 | 28.69 | 202% |
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