JVMIX
Price
$29.43
Change
+$0.26 (+0.89%)
Updated
Jun 2 closing price
Net Assets
22.49B
NBRAX
Price
$30.28
Change
+$0.44 (+1.47%)
Updated
Jun 2 closing price
Net Assets
54.3M
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JVMIX vs NBRAX

Header iconJVMIX vs NBRAX Comparison
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JVMIX vs NBRAX Comparison Chart in %
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JVMIX vs. NBRAX 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 JVMIX is a Buy and NBRAX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. NBRAX (54.3M). JVMIX pays higher dividends than NBRAX: JVMIX (0.71) vs NBRAX (0.50). 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: 49.00 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 : 22.42 vs. JVMIX (7.06). NBRAX return over 5 years is better than : 20.86 vs. JVMIX (4.68).
JVMIXNBRAXJVMIX / NBRAX
Total Expense Ratio0.851.2170%
Annual Report Gross Expense Ratio0.861.8247%
Fund Existence29 years16 years-
Gain YTD6.18915.26541%
Front LoadN/A6%-
Min. Initial Investment250000100025,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.5B54.3M41,436%
Annual Yield % from dividends0.710.50143%
Returns for 1 year7.0622.4231%
Returns for 3 years20.1532.1663%
Returns for 5 years4.6820.8622%
Returns for 10 years53.8160.1190%
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