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JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JVMIX vs NCAVX Comparison Chart in %
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JVMIX vs. NCAVX commentary
Jun 28, 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 NCAVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.2B vs. NCAVX (43.3M). NCAVX pays higher dividends than JVMIX: NCAVX (1.44) vs JVMIX (0.71). JVMIX was incepted earlier than NCAVX: JVMIX (29 years) vs NCAVX (14 years). NCAVX (1.36) is less costly to investors than JVMIX (0.86). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMIX (48.00). NCAVX has a lower initial minimum investment than JVMIX: NCAVX (2500) vs JVMIX (250000). NCAVX annual gain was more profitable for investors over the last year : 16.21 vs. JVMIX (8.03). JVMIX return over 5 years is better than : 10.87 vs. NCAVX (-10.77).
| JVMIX | NCAVX | JVMIX / NCAVX | |
| Total Expense Ratio | 0.85 | 1.29 | 66% |
| Annual Report Gross Expense Ratio | 0.86 | 1.36 | 63% |
| Fund Existence | 29 years | 14 years | - |
| Gain YTD | 10.630 | 10.256 | 104% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.2B | 43.3M | 53,580% |
| Annual Yield % from dividends | 0.71 | 1.44 | 49% |
| Returns for 1 year | 8.03 | 16.21 | 50% |
| Returns for 3 years | 20.76 | 15.87 | 131% |
| Returns for 5 years | 10.87 | -10.77 | -101% |
| Returns for 10 years | 68.34 | 17.76 | 385% |
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