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
Jun 23, 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: 22.9B vs. NBRCX (53.8M). JVMAX pays higher dividends than NBRCX: JVMAX (0.52) vs NBRCX (0.15). 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 : 18.13 vs. JVMAX (7.57). NBRCX return over 5 years is better than : 19.45 vs. JVMAX (10.58).
| 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 | 8.731 | 12.373 | 71% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 1000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 53.8M | 42,565% |
| Annual Yield % from dividends | 0.52 | 0.15 | 354% |
| Returns for 1 year | 7.57 | 18.13 | 42% |
| Returns for 3 years | 15.35 | 21.02 | 73% |
| Returns for 5 years | 10.58 | 19.45 | 54% |
| Returns for 10 years | 52.13 | 46.72 | 112% |
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 % |
| MLAAX | 9.32 | 0.17 | +1.86% |
| NYLI Winslow Large Cap Growth Class A | |||
| CMDYX | 15.75 | 0.18 | +1.16% |
| Columbia Mid Cap Index Inst3 | |||
| DESSX | 29.03 | 0.30 | +1.04% |
| DWS Enhanced Core Equity S | |||
| MIGIX | 19.15 | 0.15 | +0.79% |
| Morgan Stanley Inst Global Insgt I | |||
| MSMIX | 33.38 | -0.14 | -0.42% |
| NYLI WMC Value Investor Class | |||