JVMRX
Price
$29.95
Change
-$0.05 (-0.17%)
Updated
Jun 23 closing price
Net Assets
22.92B
NCBVX
Price
$25.98
Change
-$0.27 (-1.03%)
Updated
Jun 23 closing price
Net Assets
188.84M
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JVMRX vs NCBVX

JVMRX vs NCBVX Comparison Chart in %
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JVMRX vs. NCBVX 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 NCBVX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 22.9B vs. NCBVX (189M). JVMRX pays higher dividends than NCBVX: JVMRX (0.81) vs NCBVX (0.60). 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 : 31.81 vs. JVMRX (7.59). NCBVX return over 5 years is better than : 51.77 vs. JVMRX (10.89).
JVMRXNCBVXJVMRX / NCBVX
Total Expense Ratio0.741.9538%
Annual Report Gross Expense Ratio0.753.0025%
Fund Existence15 years28 years-
Gain YTD9.25018.13751%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B189M12,116%
Annual Yield % from dividends0.810.60136%
Returns for 1 year7.5931.8124%
Returns for 3 years22.2863.7135%
Returns for 5 years10.8951.7721%
Returns for 10 years65.6482.6579%
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