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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
Sep 13, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMCX has more cash in the bank: 23.2B vs. NBRTX (52.9M). NBRTX pays higher dividends than JVMCX: NBRTX (0.85) vs JVMCX (0.00). JVMCX was incepted earlier than NBRTX: JVMCX (15 years) vs NBRTX (17 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 : 5.86 vs. JVMCX (0.77). NBRTX return over 5 years is better than : 26.30 vs. JVMCX (9.33).
| 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 | 17 years | - |
| Gain YTD | 12.392 | 12.972 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 52.9M | 43,856% |
| Annual Yield % from dividends | 0.00 | 0.85 | - |
| Returns for 1 year | 0.77 | 5.86 | 13% |
| Returns for 3 years | 16.32 | 26.74 | 61% |
| Returns for 5 years | 9.33 | 26.30 | 35% |
| Returns for 10 years | 45.22 | 61.94 | 73% |
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