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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Jun 24, 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 JGSMX is a Buy and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.49B vs. JGSMX (2.6B). NRGSX pays higher dividends than JGSMX: NRGSX (0.47) vs JGSMX (0.27). JGSMX was incepted earlier than NRGSX: JGSMX (16 years) vs NRGSX (13 years). JGSMX (0.75) and NRGSX (0.74) have similar cost to investors . JGSMX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than JGSMX: NRGSX (0) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 33.28 vs. NRGSX (-3.03). JGSMX return over 5 years is better than : -8.62 vs. NRGSX (-20.50).
| JGSMX | NRGSX | JGSMX / NRGSX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 23.843 | 9.900 | 241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.6B | 7.49B | 35% |
| Annual Yield % from dividends | 0.27 | 0.47 | 57% |
| Returns for 1 year | 33.28 | -3.03 | -1,099% |
| Returns for 3 years | 48.95 | 1.88 | 2,610% |
| Returns for 5 years | -8.62 | -20.50 | 42% |
| Returns for 10 years | 127.10 | 14.17 | 897% |
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