Interact to see
Advertisement
Advertisement
JAKRX vs NLSIX
JAKRX vs NLSIX Comparison
Open Charts JAKRX vs NLSIX
JAKRX vs NLSIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JAKRX vs. NLSIX commentary
Sep 03, 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 Hold and NLSIX is a Buy.
FUNDAMENTALS
Fundamentals
NLSIX has more cash in the bank: 7.29B vs. JAKRX (1.44B). JAKRX pays higher dividends than NLSIX: JAKRX (1.19) 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 : 15.08 vs. NLSIX (3.37). JAKRX return over 5 years is better than : 60.24 vs. NLSIX (15.55).
| 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 | 14.854 | 2.339 | 635% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 2500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 7.29B | 20% |
| Annual Yield % from dividends | 1.19 | 0.05 | 2,408% |
| Returns for 1 year | 15.08 | 3.37 | 448% |
| Returns for 3 years | 32.79 | 21.03 | 156% |
| Returns for 5 years | 60.24 | 15.55 | 387% |
| Returns for 10 years | 79.19 | 63.10 | 126% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers