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JVMAX vs NCAVX
JVMAX vs NCAVX Comparison
Open Charts JVMAX vs NCAVX
JVMAX vs NCAVX Comparison Chart in %
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JVMAX vs. NCAVX commentary
Jun 18, 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: 23.2B vs. NCAVX (42.1M). NCAVX pays higher dividends than JVMAX: NCAVX (1.44) vs JVMAX (0.52). 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: 105.00 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 : 12.71 vs. JVMAX (8.54). JVMAX return over 5 years is better than : 9.43 vs. NCAVX (-12.91).
| 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 | 10.050 | 6.490 | 155% |
| Front Load | 5% | 5% | 100% |
| Min. Initial Investment | 1000 | 2500 | 40% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 42.1M | 55,107% |
| Annual Yield % from dividends | 0.52 | 1.44 | 36% |
| Returns for 1 year | 8.54 | 12.71 | 67% |
| Returns for 3 years | 18.10 | 10.58 | 171% |
| Returns for 5 years | 9.43 | -12.91 | -73% |
| Returns for 10 years | 55.52 | 10.27 | 541% |
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