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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
Sep 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 Hold and NCAVX is a Hold.
FUNDAMENTALS
Fundamentals
JVMTX has more cash in the bank: 23.3B vs. NCAVX (40.1M). NCAVX pays higher dividends than JVMTX: NCAVX (1.24) vs JVMTX (0.54). 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: 114.00 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 : 14.17 vs. JVMTX (4.54). JVMTX return over 5 years is better than : 15.99 vs. NCAVX (-9.14).
| 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 | 13.708 | 12.099 | 113% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.3B | 40.1M | 58,105% |
| Annual Yield % from dividends | 0.54 | 1.24 | 44% |
| Returns for 1 year | 4.54 | 14.17 | 32% |
| Returns for 3 years | 21.66 | 23.93 | 91% |
| Returns for 5 years | 15.99 | -9.14 | -175% |
| Returns for 10 years | 56.72 | 13.54 | 419% |
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