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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
Sep 13, 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: 23.2B vs. NBRTX (52.9M). NBRTX pays higher dividends than JVMIX: NBRTX (0.85) vs JVMIX (0.65). JVMIX was incepted earlier than NBRTX: JVMIX (29 years) vs NBRTX (17 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 : 5.86 vs. JVMIX (2.36). NBRTX return over 5 years is better than : 26.30 vs. JVMIX (16.01).
| 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 | 17 years | - |
| Gain YTD | 13.178 | 12.972 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 1000000 | 25% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 52.9M | 43,856% |
| Annual Yield % from dividends | 0.65 | 0.85 | 77% |
| Returns for 1 year | 2.36 | 5.86 | 40% |
| Returns for 3 years | 21.56 | 26.74 | 81% |
| Returns for 5 years | 16.01 | 26.30 | 61% |
| Returns for 10 years | 60.41 | 61.94 | 98% |
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