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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
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 NBRTX is a Buy.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. NBRTX (55M). NBRTX pays higher dividends than JVMRX: NBRTX (0.85) vs JVMRX (0.78). 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: 48.00 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 : 15.82 vs. JVMRX (6.32). NBRTX return over 5 years is better than : 26.88 vs. JVMRX (14.37).
| 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 | 11.835 | 15.414 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 55M | 42,364% |
| Annual Yield % from dividends | 0.78 | 0.85 | 92% |
| Returns for 1 year | 6.32 | 15.82 | 40% |
| Returns for 3 years | 18.15 | 24.84 | 73% |
| Returns for 5 years | 14.37 | 26.88 | 53% |
| Returns for 10 years | 59.74 | 63.50 | 94% |
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