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JVMTX vs NCAVX
JVMTX vs NCAVX Comparison
Open Charts JVMTX vs NCAVX
JVMTX vs NCAVX Comparison Chart in %
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JVMTX vs. NCAVX commentary
Jun 13, 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 NCAVX is a Buy.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23B vs. NCAVX (42.2M). NCAVX pays higher dividends than JVMTX: NCAVX (1.44) vs JVMTX (0.59). JVMTX was incepted earlier than NCAVX: JVMTX (13 years) vs NCAVX (14 years). NCAVX (1.36) is less costly to investors than JVMTX (1.10). NCAVX is a more actively managed with annual turnover of: 105.00 vs. JVMTX (48.00). JVMTX has a lower initial minimum investment than NCAVX: JVMTX (0) vs NCAVX (2500). NCAVX annual gain was more profitable for investors over the last year : 12.86 vs. JVMTX (8.01). JVMTX return over 5 years is better than : 7.33 vs. NCAVX (-13.61).
| JVMTX | NCAVX | JVMTX / NCAVX | |
| Total Expense Ratio | 0.99 | 1.29 | 77% |
| Annual Report Gross Expense Ratio | 1.10 | 1.36 | 81% |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 9.151 | 6.811 | 134% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23B | 42.2M | 54,502% |
| Annual Yield % from dividends | 0.59 | 1.44 | 41% |
| Returns for 1 year | 8.01 | 12.86 | 62% |
| Returns for 3 years | 19.39 | 12.88 | 150% |
| Returns for 5 years | 7.33 | -13.61 | -54% |
| Returns for 10 years | 59.74 | 10.43 | 573% |
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