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JSMGX vs NRGSX
JSMGX vs NRGSX Comparison
Open Charts JSMGX vs NRGSX
JSMGX vs NRGSX Comparison Chart in %
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JSMGX vs. NRGSX commentary
Aug 23, 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 JSMGX is a Buy and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. JSMGX (5.67B). NRGSX pays higher dividends than JSMGX: NRGSX (0.45) vs JSMGX (0.00). JSMGX was incepted earlier than NRGSX: JSMGX (17 years) vs NRGSX (13 years). JSMGX (0.78) is less costly to investors than NRGSX (0.74). NRGSX is a more actively managed with annual turnover of: 23.00 vs. JSMGX (20.00). NRGSX has a lower initial minimum investment than JSMGX: NRGSX (0) vs JSMGX (1000000). JSMGX annual gain was more profitable for investors over the last year : 11.99 vs. NRGSX (-1.20). NRGSX return over 5 years is better than : -18.93 vs. JSMGX (-21.65).
| JSMGX | NRGSX | JSMGX / NRGSX | |
| Total Expense Ratio | 0.78 | 0.74 | 105% |
| Annual Report Gross Expense Ratio | 0.78 | 0.74 | 105% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 16.424 | 16.543 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 5.67B | 7.39B | 77% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 11.99 | -1.20 | -998% |
| Returns for 3 years | 19.50 | 7.14 | 273% |
| Returns for 5 years | -21.65 | -18.93 | 114% |
| Returns for 10 years | 27.31 | 12.86 | 212% |
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