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JATTX vs NRGSX
JATTX vs NRGSX Comparison
Open Charts JATTX vs NRGSX
JATTX vs NRGSX Comparison Chart in %
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JATTX vs. NRGSX commentary
Aug 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 JATTX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.53B vs. JATTX (5.93B). NRGSX pays higher dividends than JATTX: NRGSX (0.45) vs JATTX (0.00). JATTX was incepted earlier than NRGSX: JATTX (21 years) vs NRGSX (13 years). JATTX (0.91) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. JATTX (20.00). NRGSX has a lower initial minimum investment than JATTX: NRGSX (0) vs JATTX (2500). JATTX annual gain was more profitable for investors over the last year : 9.08 vs. NRGSX (-3.03). NRGSX return over 5 years is better than : -21.75 vs. JATTX (-26.73).
| JATTX | NRGSX | JATTX / NRGSX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.74 | 123% |
| Fund Existence | 21 years | 13 years | - |
| Gain YTD | 14.052 | 13.305 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.93B | 7.53B | 79% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 9.08 | -3.03 | -299% |
| Returns for 3 years | 8.52 | -1.68 | -507% |
| Returns for 5 years | -26.73 | -21.75 | 123% |
| Returns for 10 years | 24.51 | 13.23 | 185% |
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