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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 24, 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 Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. NBRTX (54M). 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: 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 : 19.81 vs. JVMRX (8.08). NBRTX return over 5 years is better than : 22.49 vs. JVMRX (11.43).
| 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 | 8.922 | 13.239 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000000 | 100% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 22.9B | 54M | 42,407% |
| Annual Yield % from dividends | 0.81 | 0.87 | 93% |
| Returns for 1 year | 8.08 | 19.81 | 41% |
| Returns for 3 years | 21.91 | 29.59 | 74% |
| Returns for 5 years | 11.43 | 22.49 | 51% |
| Returns for 10 years | 65.14 | 69.84 | 93% |
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