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JVMRX vs NBRAX
JVMRX vs NBRAX Comparison
Open Charts JVMRX vs NBRAX
JVMRX vs NBRAX Comparison Chart in %
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JVMRX vs. NBRAX commentary
Jul 14, 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 JVMRX is a Hold and NBRAX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. NBRAX (55M). JVMRX pays higher dividends than NBRAX: JVMRX (0.78) vs NBRAX (0.48). JVMRX was incepted earlier than NBRAX: JVMRX (15 years) vs NBRAX (16 years). NBRAX (1.82) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 48.00 vs. NBRAX (16.00). NBRAX has a lower initial minimum investment than JVMRX: NBRAX (1000) vs JVMRX (1000000). NBRAX annual gain was more profitable for investors over the last year : 15.42 vs. JVMRX (6.32). NBRAX return over 5 years is better than : 25.15 vs. JVMRX (14.37).
| JVMRX | NBRAX | JVMRX / NBRAX | |
| Total Expense Ratio | 0.74 | 1.21 | 61% |
| Annual Report Gross Expense Ratio | 0.75 | 1.82 | 41% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 11.835 | 15.188 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 55M | 42,364% |
| Annual Yield % from dividends | 0.78 | 0.48 | 160% |
| Returns for 1 year | 6.32 | 15.42 | 41% |
| Returns for 3 years | 18.15 | 23.56 | 77% |
| Returns for 5 years | 14.37 | 25.15 | 57% |
| Returns for 10 years | 59.74 | 56.73 | 105% |
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