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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
Aug 23, 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: 24.1B vs. NBMRX (54.9M). NBMRX pays higher dividends than JVMIX: NBMRX (0.95) vs JVMIX (0.66). 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 : 16.25 vs. JVMIX (10.63). NBMRX return over 5 years is better than : 31.73 vs. JVMIX (20.35).
| 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 | 17.364 | 16.037 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 54.9M | 43,898% |
| Annual Yield % from dividends | 0.66 | 0.95 | 70% |
| Returns for 1 year | 10.63 | 16.25 | 65% |
| Returns for 3 years | 27.91 | 31.09 | 90% |
| Returns for 5 years | 20.35 | 31.73 | 64% |
| Returns for 10 years | 62.83 | N/A | - |
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