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JVMTX vs NBRVX
JVMTX vs NBRVX Comparison
Open Charts JVMTX vs NBRVX
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 I
Price$26.54
Change+$0.19 (+0.72%)
VolumeN/A
Net Assets52.37M
JVMTX vs NBRVX Comparison Chart in %
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JVMTX vs. NBRVX 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 NBRVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.6B vs. NBRVX (52.4M). JVMTX (0.65) and NBRVX (0.63) have matching dividends . JVMTX was incepted earlier than NBRVX: JVMTX (12 years) vs NBRVX (26 years). NBRVX (1.53) is less costly to investors than JVMTX (1.11). JVMTX is a more actively managed with annual turnover of: 47.00 vs. NBRVX (29.00). JVMTX has a lower initial minimum investment than NBRVX: JVMTX (0) vs NBRVX (1000). JVMTX annual gain was more profitable for investors over the last year : 3.31 vs. NBRVX (1.21). NBRVX return over 5 years is better than : 78.70 vs. JVMTX (61.96).
| JVMTX | NBRVX | JVMTX / NBRVX | |
| Total Expense Ratio | 1.00 | 1.50 | 67% |
| Annual Report Gross Expense Ratio | 1.11 | 1.53 | 73% |
| Fund Existence | 12 years | 26 years | - |
| Gain YTD | 8.361 | 0.951 | 879% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.6B | 52.4M | 43,130% |
| Annual Yield % from dividends | 0.65 | 0.63 | 103% |
| Returns for 1 year | 3.31 | 1.21 | 275% |
| Returns for 3 years | 23.47 | 18.26 | 129% |
| Returns for 5 years | 61.96 | 78.70 | 79% |
| Returns for 10 years | 46.97 | 23.24 | 202% |
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