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JSIZX vs NWEIX
JSIZX vs NWEIX Comparison
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JSIZX vs NWEIX Comparison Chart in %
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JSIZX vs. NWEIX commentary
Jun 15, 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 JSIZX is a Hold and NWEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSIZX has more cash in the bank: 1.83B vs. NWEIX (204M). NWEIX pays higher dividends than JSIZX: NWEIX (3.89) vs JSIZX (2.71). JSIZX was incepted earlier than NWEIX: JSIZX (18 years) vs NWEIX (19 years). JSIZX (1.11) is less costly to investors than NWEIX (0.46). NWEIX is a more actively managed with annual turnover of: 31.55 vs. JSIZX (12.00). JSIZX has a lower initial minimum investment than NWEIX: JSIZX (0) vs NWEIX (1000000). NWEIX annual gain was more profitable for investors over the last year : 12.20 vs. JSIZX (9.37). JSIZX return over 5 years is better than : 6.54 vs. NWEIX (2.90).
| JSIZX | NWEIX | JSIZX / NWEIX | |
| Total Expense Ratio | 1.09 | 0.46 | 237% |
| Annual Report Gross Expense Ratio | 1.11 | 0.46 | 241% |
| Fund Existence | 18 years | 19 years | - |
| Gain YTD | 4.049 | 4.647 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 204M | 895% |
| Annual Yield % from dividends | 2.71 | 3.89 | 70% |
| Returns for 1 year | 9.37 | 12.20 | 77% |
| Returns for 3 years | 29.10 | 21.20 | 137% |
| Returns for 5 years | 6.54 | 2.90 | 225% |
| Returns for 10 years | 22.80 | 26.99 | 84% |
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