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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
Jun 04, 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: 22.5B vs. NBRTX (54.3M). NBRTX pays higher dividends than JVMCX: NBRTX (0.87) 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: 49.00 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 : 22.80 vs. JVMCX (5.42). NBRTX return over 5 years is better than : 22.44 vs. JVMCX (-1.33).
| 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 | 16 years | - |
| Gain YTD | 5.747 | 15.414 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 54.3M | 41,436% |
| Annual Yield % from dividends | 0.00 | 0.87 | - |
| Returns for 1 year | 5.42 | 22.80 | 24% |
| Returns for 3 years | 14.98 | 33.50 | 45% |
| Returns for 5 years | -1.33 | 22.44 | -6% |
| Returns for 10 years | 39.24 | 66.98 | 59% |
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