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JAKRX vs NLSIX
JAKRX vs NLSIX Comparison
Open Charts JAKRX vs NLSIX
JAKRX vs NLSIX Comparison Chart in %
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JAKRX vs. NLSIX commentary
Aug 12, 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 JAKRX is a StrongBuy and NLSIX is a Buy.
FUNDAMENTALS
Fundamentals
NLSIX has more cash in the bank: 7.37B vs. JAKRX (1.41B). JAKRX pays higher dividends than NLSIX: JAKRX (1.22) vs NLSIX (0.05). JAKRX was incepted earlier than NLSIX: JAKRX (12 years) vs NLSIX (15 years). JAKRX (2.16) is less costly to investors than NLSIX (1.27). JAKRX is a more actively managed with annual turnover of: 230.00 vs. NLSIX (0.96). JAKRX has a lower initial minimum investment than NLSIX: JAKRX (2500) vs NLSIX (1000000). JAKRX annual gain was more profitable for investors over the last year : 15.10 vs. NLSIX (4.45). JAKRX return over 5 years is better than : 58.06 vs. NLSIX (18.08).
| JAKRX | NLSIX | JAKRX / NLSIX | |
| Total Expense Ratio | 1.91 | 1.27 | 150% |
| Annual Report Gross Expense Ratio | 2.16 | 1.27 | 170% |
| Fund Existence | 12 years | 15 years | - |
| Gain YTD | 13.673 | 2.738 | 499% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.41B | 7.37B | 19% |
| Annual Yield % from dividends | 1.22 | 0.05 | 2,433% |
| Returns for 1 year | 15.10 | 4.45 | 339% |
| Returns for 3 years | 30.80 | 22.87 | 135% |
| Returns for 5 years | 58.06 | 18.08 | 321% |
| Returns for 10 years | 77.84 | 63.48 | 123% |
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