JVMRX
Price
$31.40
Change
+$0.02 (+0.06%)
Updated
Jul 31 closing price
Net Assets
23.61B
NCBVX
Price
$27.18
Change
-$0.07 (-0.26%)
Updated
Jul 31 closing price
Net Assets
193.81M
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JVMRX vs NCBVX

JVMRX vs NCBVX Comparison Chart in %
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JVMRX vs. NCBVX commentary
Aug 03, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
JVMRX has more cash in the bank: 23.6B vs. NCBVX (194M). 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 : 33.16 vs. JVMRX (8.86). NCBVX return over 5 years is better than : 58.03 vs. JVMRX (16.31).
JVMRXNCBVXJVMRX / NCBVX
Total Expense Ratio0.741.9538%
Annual Report Gross Expense Ratio0.753.0025%
Fund Existence15 years28 years-
Gain YTD14.34822.32264%
Front LoadN/AN/A-
Min. Initial Investment10000001000100,000%
Min. Initial Investment IRAN/AN/A-
Net Assets23.6B194M12,165%
Annual Yield % from dividends0.750.56135%
Returns for 1 year8.8633.1627%
Returns for 3 years19.2954.6735%
Returns for 5 years16.3158.0328%
Returns for 10 years63.7381.7178%
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