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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
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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.5B vs. NBRTX (54.3M). NBRTX pays higher dividends than JVMIX: NBRTX (0.87) vs JVMIX (0.71). 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: 49.00 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 : 22.80 vs. JVMIX (7.06). NBRTX return over 5 years is better than : 22.44 vs. JVMIX (4.68).
| 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 | 6.189 | 15.414 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 54.3M | 41,436% |
| Annual Yield % from dividends | 0.71 | 0.87 | 82% |
| Returns for 1 year | 7.06 | 22.80 | 31% |
| Returns for 3 years | 20.15 | 33.50 | 60% |
| Returns for 5 years | 4.68 | 22.44 | 21% |
| Returns for 10 years | 53.81 | 66.98 | 80% |
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