JVMRX
Price
$30.74
Change
+$0.03 (+0.10%)
Updated
Jul 13 closing price
Net Assets
23.28B
NCBVX
Price
$26.62
Change
+$0.05 (+0.19%)
Updated
Jul 13 closing price
Net Assets
190.22M
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JVMRX vs NCBVX

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

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.3B vs. NCBVX (190M). JVMRX pays higher dividends than NCBVX: JVMRX (0.78) vs NCBVX (0.58). 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 : 29.04 vs. JVMRX (6.32). NCBVX return over 5 years is better than : 56.05 vs. JVMRX (14.37).
JVMRXNCBVXJVMRX / NCBVX
Total Expense Ratio0.741.9538%
Annual Report Gross Expense Ratio0.753.0025%
Fund Existence15 years28 years-
Gain YTD11.83519.57760%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.3B190M12,263%
Annual Yield % from dividends0.780.58135%
Returns for 1 year6.3229.0422%
Returns for 3 years18.1555.4833%
Returns for 5 years14.3756.0526%
Returns for 10 years59.7474.8880%
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