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JVMIX vs NBRRX
JVMIX vs NBRRX Comparison
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JVMIX vs NBRRX Comparison Chart in %
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JVMIX vs. NBRRX 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 NBRRX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. NBRRX (54.9M). JVMIX pays higher dividends than NBRRX: JVMIX (0.66) vs NBRRX (0.37). JVMIX was incepted earlier than NBRRX: JVMIX (29 years) vs NBRRX (16 years). NBRRX (2.11) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. NBRRX (16.00). NBRRX has a lower initial minimum investment than JVMIX: NBRRX (0) vs JVMIX (250000). NBRRX annual gain was more profitable for investors over the last year : 15.44 vs. JVMIX (10.63). NBRRX return over 5 years is better than : 26.72 vs. JVMIX (20.35).
| JVMIX | NBRRX | JVMIX / NBRRX | |
| Total Expense Ratio | 0.85 | 1.46 | 58% |
| Annual Report Gross Expense Ratio | 0.86 | 2.11 | 41% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 17.364 | 15.496 | 112% |
| 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 | 0.37 | 180% |
| Returns for 1 year | 10.63 | 15.44 | 69% |
| Returns for 3 years | 27.91 | 28.33 | 99% |
| Returns for 5 years | 20.35 | 26.72 | 76% |
| Returns for 10 years | 62.83 | 52.33 | 120% |
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