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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 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 NBRTX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.6B vs. NBRTX (54.2M). 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 : 14.61 vs. JVMIX (8.75). NBRTX return over 5 years is better than : 26.47 vs. JVMIX (15.79).
| 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 | 14.270 | 14.384 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.6B | 54.2M | 43,542% |
| Annual Yield % from dividends | 0.66 | 0.86 | 77% |
| Returns for 1 year | 8.75 | 14.61 | 60% |
| Returns for 3 years | 18.93 | 20.99 | 90% |
| Returns for 5 years | 15.79 | 26.47 | 60% |
| Returns for 10 years | 62.51 | 66.62 | 94% |
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