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JVMSX vs NBRCX
JVMSX vs NBRCX Comparison
Open Charts JVMSX vs NBRCX
JVMSX vs NBRCX Comparison Chart in %
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JVMSX vs. NBRCX commentary
Sep 05, 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 JVMSX is a Hold and NBRCX is a Buy.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.9B vs. NBRCX (54.5M). JVMSX pays higher dividends than NBRCX: JVMSX (0.34) vs NBRCX (0.14). JVMSX was incepted earlier than NBRCX: JVMSX (15 years) vs NBRCX (16 years). NBRCX (2.55) is less costly to investors than JVMSX (1.25). JVMSX is a more actively managed with annual turnover of: 48.00 vs. NBRCX (16.00). JVMSX has a lower initial minimum investment than NBRCX: JVMSX (0) vs NBRCX (1000). NBRCX annual gain was more profitable for investors over the last year : 10.56 vs. JVMSX (6.55). NBRCX return over 5 years is better than : 20.38 vs. JVMSX (15.04).
| JVMSX | NBRCX | JVMSX / NBRCX | |
| Total Expense Ratio | 1.24 | 1.96 | 63% |
| Annual Report Gross Expense Ratio | 1.25 | 2.55 | 49% |
| Fund Existence | 15 years | 16 years | - |
| Gain YTD | 16.331 | 14.559 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.9B | 54.5M | 43,853% |
| Annual Yield % from dividends | 0.34 | 0.14 | 234% |
| Returns for 1 year | 6.55 | 10.56 | 62% |
| Returns for 3 years | 23.25 | 21.93 | 106% |
| Returns for 5 years | 15.04 | 20.38 | 74% |
| Returns for 10 years | 55.43 | 43.80 | 127% |
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