JVMSX
Price
$30.56
Change
+$0.06 (+0.20%)
Updated
Jul 6 closing price
Net Assets
23.39B
NBRCX
Price
$29.59
Change
+$0.21 (+0.71%)
Updated
Jul 6 closing price
Net Assets
54.91M
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JVMSX vs NBRCX

JVMSX vs NBRCX Comparison Chart in %
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JVMSX vs. NBRCX commentary
Jul 07, 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 Hold.

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FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.4B vs. NBRCX (54.9M). JVMSX pays higher dividends than NBRCX: JVMSX (0.35) vs NBRCX (0.14). JVMSX was incepted earlier than NBRCX: JVMSX (14 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 : 13.62 vs. JVMSX (5.54). NBRCX return over 5 years is better than : 19.67 vs. JVMSX (11.76).
JVMSXNBRCXJVMSX / NBRCX
Total Expense Ratio1.241.9663%
Annual Report Gross Expense Ratio1.252.5549%
Fund Existence14 years16 years-
Gain YTD11.68114.67680%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets23.4B54.9M42,623%
Annual Yield % from dividends0.350.14246%
Returns for 1 year5.5413.6241%
Returns for 3 years19.1422.8284%
Returns for 5 years11.7619.6760%
Returns for 10 years57.0849.63115%
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