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JVMTX vs NBRTX
JVMTX vs NBRTX Comparison
Open Charts JVMTX vs NBRTX
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 Inst
Price$26.51
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMTX vs NBRTX Comparison Chart in %
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JVMTX vs. NBRTX 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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NBRTX (52.4M). NBRTX pays higher dividends than JVMTX: NBRTX (0.73) vs JVMTX (0.65). JVMTX was incepted earlier than NBRTX: JVMTX (12 years) vs NBRTX (15 years). NBRTX (1.36) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NBRTX (29.00). 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 : 3.31 vs. NBRTX (1.35). NBRTX return over 5 years is better than : 79.55 vs. JVMTX (61.96).
| JVMTX | NBRTX | JVMTX / NBRTX | |
| Total Expense Ratio | 1.00 | 0.85 | 118% |
| Annual Report Gross Expense Ratio | 1.11 | 1.36 | 82% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 8.361 | 1.029 | 813% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.65 | 0.73 | 89% |
| Returns for 1 year | 3.31 | 1.35 | 246% |
| Returns for 3 years | 23.47 | 18.48 | 127% |
| Returns for 5 years | 61.96 | 79.55 | 78% |
| Returns for 10 years | 46.97 | 24.71 | 190% |
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