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JVMIX vs NCVLX
JVMIX vs NCVLX Comparison
Open Charts JVMIX vs NCVLX
JVMIX vs NCVLX Comparison Chart in %
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JVMIX vs. NCVLX commentary
Jun 20, 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 NCVLX is a Hold.
FUNDAMENTALS
Fundamentals
JVMIX has more cash in the bank: 22.9B vs. NCVLX (41.9M). NCVLX pays higher dividends than JVMIX: NCVLX (1.68) vs JVMIX (0.71). JVMIX was incepted earlier than NCVLX: JVMIX (29 years) vs NCVLX (15 years). NCVLX (1.11) is less costly to investors than JVMIX (0.86). NCVLX is a more actively managed with annual turnover of: 105.00 vs. JVMIX (48.00). NCVLX has a lower initial minimum investment than JVMIX: NCVLX (10000) vs JVMIX (250000). NCVLX annual gain was more profitable for investors over the last year : 13.61 vs. JVMIX (8.39). JVMIX return over 5 years is better than : 13.67 vs. NCVLX (-11.16).
| JVMIX | NCVLX | JVMIX / NCVLX | |
| Total Expense Ratio | 0.85 | 1.04 | 82% |
| Annual Report Gross Expense Ratio | 0.86 | 1.11 | 77% |
| Fund Existence | 29 years | 15 years | - |
| Gain YTD | 8.846 | 6.095 | 145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 10000 | 2,500% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 41.9M | 54,654% |
| Annual Yield % from dividends | 0.71 | 1.68 | 42% |
| Returns for 1 year | 8.39 | 13.61 | 62% |
| Returns for 3 years | 17.19 | 6.49 | 265% |
| Returns for 5 years | 13.67 | -11.16 | -123% |
| Returns for 10 years | 59.10 | 11.42 | 517% |
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