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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
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.3B vs. NBRTX (55M). NBRTX pays higher dividends than JVMCX: NBRTX (0.85) 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 : 15.82 vs. JVMCX (4.60). NBRTX return over 5 years is better than : 26.88 vs. JVMCX (7.38).
| 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 | 11.220 | 15.414 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 55M | 42,364% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 4.60 | 15.82 | 29% |
| Returns for 3 years | 12.78 | 24.84 | 51% |
| Returns for 5 years | 7.38 | 26.88 | 27% |
| Returns for 10 years | 43.64 | 63.50 | 69% |
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