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JVMIX vs NBRAX
JVMIX vs NBRAX Comparison
Open Charts JVMIX vs NBRAX
JVMIX vs NBRAX Comparison Chart in %
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JVMIX vs. NBRAX commentary
Aug 03, 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 NBRAX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. NBRAX (54.2M). JVMIX pays higher dividends than NBRAX: JVMIX (0.66) vs NBRAX (0.49). JVMIX was incepted earlier than NBRAX: JVMIX (29 years) vs NBRAX (16 years). NBRAX (1.82) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. NBRAX (16.00). NBRAX has a lower initial minimum investment than JVMIX: NBRAX (1000) vs JVMIX (250000). NBRAX annual gain was more profitable for investors over the last year : 14.22 vs. JVMIX (8.75). NBRAX return over 5 years is better than : 24.80 vs. JVMIX (15.79).
| JVMIX | NBRAX | JVMIX / NBRAX | |
| Total Expense Ratio | 0.85 | 1.21 | 70% |
| Annual Report Gross Expense Ratio | 0.86 | 1.82 | 47% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 14.270 | 14.161 | 101% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 250000 | 1000 | 25,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 54.2M | 43,542% |
| Annual Yield % from dividends | 0.66 | 0.49 | 135% |
| Returns for 1 year | 8.75 | 14.22 | 62% |
| Returns for 3 years | 18.93 | 19.76 | 96% |
| Returns for 5 years | 15.79 | 24.80 | 64% |
| Returns for 10 years | 62.51 | 59.79 | 105% |
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