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JVMRX vs NCBVX
JVMRX vs NCBVX Comparison
Open Charts JVMRX vs NCBVX
JVMRX vs NCBVX Comparison Chart in %
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JVMRX vs. NCBVX commentary
Aug 23, 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 NCBVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 24.1B vs. NCBVX (198M). JVMRX pays higher dividends than NCBVX: JVMRX (0.75) vs NCBVX (0.56). JVMRX was incepted earlier than NCBVX: JVMRX (15 years) vs NCBVX (28 years). NCBVX (3.00) is less costly to investors than JVMRX (0.75). NCBVX is a more actively managed with annual turnover of: 111.00 vs. JVMRX (48.00). NCBVX has a lower initial minimum investment than JVMRX: NCBVX (1000) vs JVMRX (1000000). NCBVX annual gain was more profitable for investors over the last year : 33.50 vs. JVMRX (10.74). NCBVX return over 5 years is better than : 60.40 vs. JVMRX (20.84).
| JVMRX | NCBVX | JVMRX / NCBVX | |
| Total Expense Ratio | 0.74 | 1.95 | 38% |
| Annual Report Gross Expense Ratio | 0.75 | 3.00 | 25% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 17.444 | 25.203 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 1000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.1B | 198M | 12,172% |
| Annual Yield % from dividends | 0.75 | 0.56 | 135% |
| Returns for 1 year | 10.74 | 33.50 | 32% |
| Returns for 3 years | 28.30 | 68.13 | 42% |
| Returns for 5 years | 20.84 | 60.40 | 35% |
| Returns for 10 years | 64.05 | 80.86 | 79% |
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