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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
JHancock Disciplined Value Mid Cap R4
Price$28.85
Change-$0.78 (-2.63%)
VolumeN/A
Net Assets24.66B
Neuberger M/C Intrinsic Val Inst
Price$27.37
Change-$1.07 (-3.76%)
VolumeN/A
Net Assets50.72M
JVMTX vs NBRTX Comparison Chart in %
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JVMTX vs. NBRTX commentary
Feb 05, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.7B vs. NBRTX (50.7M). NBRTX pays higher dividends than JVMTX: NBRTX (0.94) vs JVMTX (0.60). JVMTX was incepted earlier than NBRTX: JVMTX (13 years) vs NBRTX (16 years). NBRTX (1.40) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (16.00). JVMTX has a lower initial minimum investment than NBRTX: JVMTX (0) vs NBRTX (1000000). JVMTX annual gain was more profitable for investors over the last year : 4.79 vs. NBRTX (4.04). NBRTX return over 5 years is better than : 31.63 vs. JVMTX (22.28).
| JVMTX | NBRTX | JVMTX / NBRTX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.10 | 1.40 | 79% |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 5.177 | 4.426 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.7B | 50.7M | 48,718% |
| Annual Yield % from dividends | 0.60 | 0.94 | 63% |
| Returns for 1 year | 4.79 | 4.04 | 119% |
| Returns for 3 years | 11.22 | 10.50 | 107% |
| Returns for 5 years | 22.28 | 31.63 | 70% |
| Returns for 10 years | 76.80 | 78.46 | 98% |
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