Interact to see
Advertisement
Advertisement
JVMIX vs NCAVX
JVMIX vs NCAVX Comparison
Open Charts JVMIX vs NCAVX
JVMIX vs NCAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVMIX vs. NCAVX commentary
Jul 31, 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 Buy.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 23.8B vs. NCAVX (43M). NCAVX pays higher dividends than JVMIX: NCAVX (1.31) vs JVMIX (0.68). 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 : 18.66 vs. JVMIX (8.99). JVMIX return over 5 years is better than : 16.53 vs. NCAVX (-6.07).
| 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 | 14.998 | 15.385 | 97% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 250000 | 2500 | 10,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.8B | 43M | 55,349% |
| Annual Yield % from dividends | 0.68 | 1.31 | 52% |
| Returns for 1 year | 8.99 | 18.66 | 48% |
| Returns for 3 years | 19.64 | 19.24 | 102% |
| Returns for 5 years | 16.53 | -6.07 | -272% |
| Returns for 10 years | 62.19 | 18.73 | 332% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement