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JVMIX vs NBRTX
JVMIX vs NBRTX Comparison
Open Charts JVMIX vs NBRTX
JVMIX vs NBRTX Comparison Chart in %
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JVMIX vs. NBRTX 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 NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 24.1B vs. NBRTX (54.9M). NBRTX pays higher dividends than JVMIX: NBRTX (0.86) vs JVMIX (0.66). JVMIX was incepted earlier than NBRTX: JVMIX (29 years) vs NBRTX (16 years). NBRTX (1.40) is less costly to investors than JVMIX (0.86). JVMIX is a more actively managed with annual turnover of: 48.00 vs. NBRTX (16.00). JVMIX has a lower initial minimum investment than NBRTX: JVMIX (250000) vs NBRTX (1000000). NBRTX annual gain was more profitable for investors over the last year : 16.13 vs. JVMIX (10.63). NBRTX return over 5 years is better than : 29.84 vs. JVMIX (20.35).
| JVMIX | NBRTX | JVMIX / NBRTX | |
| Total Expense Ratio | 0.85 | 0.85 | 100% |
| Annual Report Gross Expense Ratio | 0.86 | 1.40 | 61% |
| Fund Existence | 29 years | 16 years | - |
| Gain YTD | 17.364 | 15.948 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 54.9M | 43,898% |
| Annual Yield % from dividends | 0.66 | 0.86 | 77% |
| Returns for 1 year | 10.63 | 16.13 | 66% |
| Returns for 3 years | 27.91 | 30.74 | 91% |
| Returns for 5 years | 20.35 | 29.84 | 68% |
| Returns for 10 years | 62.83 | 62.27 | 101% |
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