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JVMSX vs NCAVX
JVMSX vs NCAVX Comparison
Open Charts JVMSX vs NCAVX
JVMSX vs NCAVX Comparison Chart in %
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JVMSX vs. NCAVX commentary
Sep 20, 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 NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMSX has more cash in the bank: 23.3B vs. NCAVX (39.6M). NCAVX pays higher dividends than JVMSX: NCAVX (1.24) vs JVMSX (0.34). JVMSX was incepted earlier than NCAVX: JVMSX (15 years) vs NCAVX (14 years). NCAVX (1.50) is less costly to investors than JVMSX (1.25). NCAVX is a more actively managed with annual turnover of: 114.00 vs. JVMSX (48.00). JVMSX has a lower initial minimum investment than NCAVX: JVMSX (0) vs NCAVX (2500). NCAVX annual gain was more profitable for investors over the last year : 12.44 vs. JVMSX (1.78). JVMSX return over 5 years is better than : 12.93 vs. NCAVX (-10.27).
| JVMSX | NCAVX | JVMSX / NCAVX | |
| Total Expense Ratio | 1.24 | 1.30 | 95% |
| Annual Report Gross Expense Ratio | 1.25 | 1.50 | 83% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 11.754 | 10.497 | 112% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 39.6M | 58,838% |
| Annual Yield % from dividends | 0.34 | 1.24 | 27% |
| Returns for 1 year | 1.78 | 12.44 | 14% |
| Returns for 3 years | 19.13 | 25.03 | 76% |
| Returns for 5 years | 12.93 | -10.27 | -126% |
| Returns for 10 years | 53.26 | 12.76 | 417% |
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