Interact to see
Advertisement
Advertisement
JVMAX vs NCAVX
JVMAX vs NCAVX Comparison
Open Charts JVMAX vs NCAVX
JVMAX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMAX vs. NCAVX commentary
Sep 16, 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 NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMAX has more cash in the bank: 23.4B vs. NCAVX (39.6M). NCAVX pays higher dividends than JVMAX: NCAVX (1.24) vs JVMAX (0.48). JVMAX was incepted earlier than NCAVX: JVMAX (29 years) vs NCAVX (14 years). NCAVX (1.36) is less costly to investors than JVMAX (1.11). NCAVX is a more actively managed with annual turnover of: 114.00 vs. JVMAX (48.00). JVMAX (5%) and NCAVX (5%) have equivalent initial investment costs. JVMAX has a lower initial minimum investment than NCAVX: JVMAX (1000) vs NCAVX (2500). NCAVX annual gain was more profitable for investors over the last year : 12.40 vs. JVMAX (3.36). JVMAX return over 5 years is better than : 12.48 vs. NCAVX (-10.55).
| JVMAX | NCAVX | JVMAX / NCAVX | |
| Total Expense Ratio | 1.10 | 1.29 | 85% |
| Annual Report Gross Expense Ratio | 1.11 | 1.36 | 82% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 13.970 | 10.897 | 128% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.4B | 39.6M | 59,091% |
| Annual Yield % from dividends | 0.48 | 1.24 | 39% |
| Returns for 1 year | 3.36 | 12.40 | 27% |
| Returns for 3 years | 20.19 | 25.04 | 81% |
| Returns for 5 years | 12.48 | -10.55 | -118% |
| Returns for 10 years | 54.22 | 13.51 | 401% |
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 % |
| AGOCX | 14.31 | N/A | N/A |
| PGIM Jennison Global Equity Income C | |||
| PAPPX | 31.47 | N/A | N/A |
| Papp Small & Mid-Cap Growth | |||
| SFSNX | 21.88 | N/A | N/A |
| Schwab Fundamental US Small Company Idx | |||
| RTDRX | 14.91 | -0.06 | -0.40% |
| Russell Inv Multifactor US Equity R6 | |||
| CSEIX | 17.53 | -0.15 | -0.85% |
| Cohen & Steers Real Estate Securities A | |||