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JGMIX vs NRGSX
JGMIX vs NRGSX Comparison
Open Charts JGMIX vs NRGSX
JGMIX vs NRGSX Comparison Chart in %
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JGMIX 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 JGMIX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.53B vs. JGMIX (5.93B). NRGSX pays higher dividends than JGMIX: NRGSX (0.45) vs JGMIX (0.00). JGMIX was incepted earlier than NRGSX: JGMIX (17 years) vs NRGSX (13 years). JGMIX (1.17) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. JGMIX (20.00). NRGSX has a lower initial minimum investment than JGMIX: NRGSX (0) vs JGMIX (2500). JGMIX annual gain was more profitable for investors over the last year : 7.92 vs. NRGSX (-3.03). NRGSX return over 5 years is better than : -21.75 vs. JGMIX (-29.70).
| JGMIX | NRGSX | JGMIX / NRGSX | |
| Total Expense Ratio | 1.17 | 0.74 | 158% |
| Annual Report Gross Expense Ratio | 1.17 | 0.74 | 158% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 13.854 | 13.305 | 104% |
| 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 | 7.92 | -3.03 | -261% |
| Returns for 3 years | 5.90 | -1.68 | -351% |
| Returns for 5 years | -29.70 | -21.75 | 137% |
| Returns for 10 years | 17.25 | 13.23 | 130% |
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