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JVMRX vs NBRTX
JVMRX vs NBRTX Comparison
Open Charts JVMRX vs NBRTX
JVMRX vs NBRTX Comparison Chart in %
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JVMRX vs. NBRTX commentary
Jun 04, 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 Buy and NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.5B vs. NBRTX (54.3M). NBRTX pays higher dividends than JVMRX: NBRTX (0.87) vs JVMRX (0.81). JVMRX was incepted earlier than NBRTX: JVMRX (15 years) vs NBRTX (16 years). NBRTX (1.40) is less costly to investors than JVMRX (0.75). JVMRX is a more actively managed with annual turnover of: 49.00 vs. NBRTX (16.00). JVMRX (1000000) and NBRTX (1000000) have matching initial minimum investment requirements. NBRTX annual gain was more profitable for investors over the last year : 22.80 vs. JVMRX (7.17). NBRTX return over 5 years is better than : 22.44 vs. JVMRX (5.11).
| JVMRX | NBRTX | JVMRX / NBRTX | |
| Total Expense Ratio | 0.74 | 0.85 | 87% |
| Annual Report Gross Expense Ratio | 0.75 | 1.40 | 54% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 6.227 | 15.414 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.5B | 54.3M | 41,436% |
| Annual Yield % from dividends | 0.81 | 0.87 | 93% |
| Returns for 1 year | 7.17 | 22.80 | 31% |
| Returns for 3 years | 20.52 | 33.50 | 61% |
| Returns for 5 years | 5.11 | 22.44 | 23% |
| Returns for 10 years | 54.85 | 66.98 | 82% |
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