JVMTX
Price
$29.49
Change
-$0.33 (-1.11%)
Updated
Jun 10 closing price
Net Assets
22.94B
NBRCX
Price
$28.27
Change
-$0.43 (-1.50%)
Updated
Jun 10 closing price
Net Assets
53.69M
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JVMTX vs NBRCX

Header iconJVMTX vs NBRCX Comparison
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JVMTX vs NBRCX Comparison Chart in %
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JVMTX vs. NBRCX commentary
Jun 11, 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 JVMTX is a Buy and NBRCX is a Buy.

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FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 22.9B vs. NBRCX (53.7M). JVMTX pays higher dividends than NBRCX: JVMTX (0.59) vs NBRCX (0.15). JVMTX was incepted earlier than NBRCX: JVMTX (13 years) vs NBRCX (16 years). NBRCX (2.55) is less costly to investors than JVMTX (1.10). JVMTX is a more actively managed with annual turnover of: 48.00 vs. NBRCX (16.00). JVMTX has a lower initial minimum investment than NBRCX: JVMTX (0) vs NBRCX (1000). NBRCX annual gain was more profitable for investors over the last year : 15.63 vs. JVMTX (7.62). NBRCX return over 5 years is better than : 13.04 vs. JVMTX (6.90).
JVMTXNBRCXJVMTX / NBRCX
Total Expense Ratio0.991.9651%
Annual Report Gross Expense Ratio1.102.5543%
Fund Existence13 years16 years-
Gain YTD8.71312.02272%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets22.9B53.7M42,644%
Annual Yield % from dividends0.590.15402%
Returns for 1 year7.6215.6349%
Returns for 3 years20.9423.5389%
Returns for 5 years6.9013.0453%
Returns for 10 years56.7846.07123%
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