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JSIZX vs NWEBX
JSIZX vs NWEBX Comparison Chart in %
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JSIZX vs. NWEBX commentary
Jun 27, 2025
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 JSIZX is a Hold and NWEBX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 2.12B vs. NWEBX (219M). JSIZX (3.15) and NWEBX (3.11) have matching dividends . JSIZX was incepted earlier than NWEBX: JSIZX (17 years) vs NWEBX (18 years). NWEBX (1.21) is less costly to investors than JSIZX (1.13). NWEBX is a more actively managed with annual turnover of: 27.87 vs. JSIZX (19.00). JSIZX (0) and NWEBX (0) have matching initial minimum investment requirements. JSIZX annual gain was more profitable for investors over the last year : 7.75 vs. NWEBX (0.84). JSIZX return over 5 years is better than : 10.88 vs. NWEBX (2.14).
| JSIZX | NWEBX | JSIZX / NWEBX | |
| Total Expense Ratio | 1.09 | 1.21 | 90% |
| Annual Report Gross Expense Ratio | 1.13 | 1.21 | 93% |
| Fund Existence | 17 years | 18 years | - |
| Gain YTD | 4.915 | 5.071 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 219M | 968% |
| Annual Yield % from dividends | 3.15 | 3.11 | 101% |
| Returns for 1 year | 7.75 | 0.84 | 918% |
| Returns for 3 years | 21.39 | 8.32 | 257% |
| Returns for 5 years | 10.88 | 2.14 | 508% |
| Returns for 10 years | 11.34 | -2.77 | -410% |
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