Interact to see
Advertisement
Advertisement
JVMAX vs NBRCX
JVMAX vs NBRCX Comparison
Open Charts JVMAX vs NBRCX
JVMAX vs NBRCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. NBRCX commentary
Sep 21, 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 JVMAX is a Hold and NBRCX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.3B vs. NBRCX (53M). JVMAX pays higher dividends than NBRCX: JVMAX (0.48) vs NBRCX (0.14). JVMAX was incepted earlier than NBRCX: JVMAX (29 years) vs NBRCX (16 years). NBRCX (2.55) is less costly to investors than JVMAX (1.11). JVMAX is a more actively managed with annual turnover of: 48.00 vs. NBRCX (16.00). JVMAX (1000) and NBRCX (1000) have matching initial minimum investment requirements. NBRCX annual gain was more profitable for investors over the last year : 3.34 vs. JVMAX (1.46). NBRCX return over 5 years is better than : 19.66 vs. JVMAX (11.71).
| JVMAX | NBRCX | JVMAX / NBRCX | |
| Total Expense Ratio | 1.10 | 1.96 | 56% |
| Annual Report Gross Expense Ratio | 1.11 | 2.55 | 44% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 11.874 | 11.632 | 102% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 53M | 43,962% |
| Annual Yield % from dividends | 0.48 | 0.14 | 333% |
| Returns for 1 year | 1.46 | 3.34 | 44% |
| Returns for 3 years | 18.27 | 21.90 | 83% |
| Returns for 5 years | 11.71 | 19.66 | 60% |
| Returns for 10 years | 51.00 | 43.70 | 117% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FTHAX | 56.41 | -0.09 | -0.16% |
| FullerThaler Behavioral Sm-Cp Eq A | |||
| MLVOX | 18.93 | -0.05 | -0.26% |
| MFS Low Volatility Equity R2 | |||
| CSPYX | 22.35 | -0.10 | -0.45% |
| Columbia Small Cap Index Inst3 | |||
| LZESX | 14.61 | -0.10 | -0.68% |
| Lazard International Equity Select Open | |||
| SZCAX | 52.47 | -0.54 | -1.02% |
| DWS Small Cap Core A | |||