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JVMIX vs NBMRX
JVMIX vs NBMRX Comparison
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JVMIX vs NBMRX Comparison Chart in %
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JVMIX vs. NBMRX commentary
Jun 24, 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 JVMIX is a Hold and NBMRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. NBMRX (54M). NBMRX pays higher dividends than JVMIX: NBMRX (0.96) vs JVMIX (0.71). JVMIX was incepted earlier than NBMRX: JVMIX (29 years) vs NBMRX (7 years). NBMRX (2.65) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. NBMRX (16.00). NBMRX has a lower initial minimum investment than JVMIX: NBMRX (0) vs JVMIX (250000). NBMRX annual gain was more profitable for investors over the last year : 19.89 vs. JVMIX (7.97). NBMRX return over 5 years is better than : 24.27 vs. JVMIX (10.93).
| JVMIX | NBMRX | JVMIX / NBMRX | |
| Total Expense Ratio | 0.85 | 0.75 | 113% |
| Annual Report Gross Expense Ratio | 0.86 | 2.65 | 32% |
| Fund Existence | 29 years | 7 years | - |
| Gain YTD | 8.846 | 13.326 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 54M | 42,407% |
| Annual Yield % from dividends | 0.71 | 0.96 | 74% |
| Returns for 1 year | 7.97 | 19.89 | 40% |
| Returns for 3 years | 21.50 | 29.93 | 72% |
| Returns for 5 years | 10.93 | 24.27 | 45% |
| Returns for 10 years | 63.98 | N/A | - |
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