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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 25, 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: 7.39B vs. JATTX (5.67B). NRGSX pays higher dividends than JATTX: NRGSX (0.45) vs JATTX (0.00). JATTX was incepted earlier than NRGSX: JATTX (22 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 : 8.46 vs. NRGSX (-4.77). NRGSX return over 5 years is better than : -20.50 vs. JATTX (-25.46).
| JATTX | NRGSX | JATTX / NRGSX | |
| Total Expense Ratio | 0.91 | 0.74 | 123% |
| Annual Report Gross Expense Ratio | 0.91 | 0.74 | 123% |
| Fund Existence | 22 years | 13 years | - |
| Gain YTD | 15.804 | 16.059 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 7.39B | 77% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 8.46 | -4.77 | -177% |
| Returns for 3 years | 16.07 | 6.03 | 267% |
| Returns for 5 years | -25.46 | -20.50 | 124% |
| Returns for 10 years | 23.58 | 12.71 | 185% |
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