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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
JHancock Disciplined Value Mid Cap R4
Price$30.26
Change+$0.27 (+0.90%)
VolumeN/A
Net Assets24.51B
Neuberger Berman M/C Intrinsic Val Inst
Price$28.86
Change+$0.20 (+0.70%)
VolumeN/A
Net Assets50.84M
JVMTX vs NBRTX Comparison Chart in %
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JVMTX vs. NBRTX commentary
Dec 04, 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 24.5B vs. NBRTX (50.8M). NBRTX pays higher dividends than JVMTX: NBRTX (0.66) vs JVMTX (0.61). JVMTX was incepted earlier than NBRTX: JVMTX (12 years) vs NBRTX (16 years). NBRTX (1.36) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (29.00). JVMTX has a lower initial minimum investment than NBRTX: JVMTX (0) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : -1.84 vs. JVMTX (-6.05). NBRTX return over 5 years is better than : 54.67 vs. JVMTX (32.95).
| JVMTX | NBRTX | JVMTX / NBRTX | |
| Total Expense Ratio | 0.99 | 0.85 | 116% |
| Annual Report Gross Expense Ratio | 1.10 | 1.36 | 81% |
| Fund Existence | 12 years | 16 years | - |
| Gain YTD | 11.891 | 9.146 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.5B | 50.8M | 48,228% |
| Annual Yield % from dividends | 0.61 | 0.66 | 93% |
| Returns for 1 year | -6.05 | -1.84 | 329% |
| Returns for 3 years | 14.12 | 17.07 | 83% |
| Returns for 5 years | 32.95 | 54.67 | 60% |
| Returns for 10 years | 48.86 | 44.49 | 110% |
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