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JGMRX vs NRGSX
JGMRX vs NRGSX Comparison
Open Charts JGMRX vs NRGSX
JGMRX vs NRGSX Comparison Chart in %
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JGMRX 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 JGMRX is a Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.53B vs. JGMRX (5.93B). NRGSX pays higher dividends than JGMRX: NRGSX (0.45) vs JGMRX (0.00). JGMRX was incepted earlier than NRGSX: JGMRX (17 years) vs NRGSX (13 years). JGMRX (1.41) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. JGMRX (20.00). NRGSX has a lower initial minimum investment than JGMRX: NRGSX (0) vs JGMRX (2500). JGMRX annual gain was more profitable for investors over the last year : 6.84 vs. NRGSX (-3.03). NRGSX return over 5 years is better than : -21.75 vs. JGMRX (-32.36).
| JGMRX | NRGSX | JGMRX / NRGSX | |
| Total Expense Ratio | 1.41 | 0.74 | 191% |
| Annual Report Gross Expense Ratio | 1.41 | 0.74 | 191% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 13.714 | 13.305 | 103% |
| 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 | 6.84 | -3.03 | -226% |
| Returns for 3 years | 3.44 | -1.68 | -205% |
| Returns for 5 years | -32.36 | -21.75 | 149% |
| Returns for 10 years | 10.82 | 13.23 | 82% |
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