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JVMCX vs NBRTX
JVMCX vs NBRTX Comparison
Open Charts JVMCX vs NBRTX
JVMCX vs NBRTX Comparison Chart in %
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JVMCX vs. NBRTX commentary
Aug 03, 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 JVMCX is a Hold and NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.6B vs. NBRTX (54.2M). NBRTX pays higher dividends than JVMCX: NBRTX (0.86) vs JVMCX (0.00). JVMCX was incepted earlier than NBRTX: JVMCX (15 years) vs NBRTX (16 years). JVMCX (1.86) is less costly to investors than NBRTX (1.40). JVMCX is a more actively managed with annual turnover of: 48.00 vs. NBRTX (16.00). JVMCX has a lower initial minimum investment than NBRTX: JVMCX (1000) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : 14.61 vs. JVMCX (7.03). NBRTX return over 5 years is better than : 26.47 vs. JVMCX (9.14).
| JVMCX | NBRTX | JVMCX / NBRTX | |
| Total Expense Ratio | 1.85 | 0.85 | 218% |
| Annual Report Gross Expense Ratio | 1.86 | 1.40 | 133% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 13.604 | 14.384 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 54.2M | 43,542% |
| Annual Yield % from dividends | 0.00 | 0.86 | - |
| Returns for 1 year | 7.03 | 14.61 | 48% |
| Returns for 3 years | 13.80 | 20.99 | 66% |
| Returns for 5 years | 9.14 | 26.47 | 35% |
| Returns for 10 years | 47.16 | 66.62 | 71% |
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