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JSRAX vs NWEIX
JSRAX vs NWEIX Comparison
Open Charts JSRAX vs NWEIX
JSRAX vs NWEIX Comparison Chart in %
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JSRAX 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 JSRAX is a Hold and NWEIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
JSRAX has more cash in the bank: 1.83B vs. NWEIX (204M). NWEIX pays higher dividends than JSRAX: NWEIX (3.89) vs JSRAX (2.97). JSRAX was incepted earlier than NWEIX: JSRAX (20 years) vs NWEIX (19 years). JSRAX (0.88) is less costly to investors than NWEIX (0.46). NWEIX is a more actively managed with annual turnover of: 31.55 vs. JSRAX (12.00). JSRAX has a lower initial minimum investment than NWEIX: JSRAX (500) vs NWEIX (1000000). NWEIX annual gain was more profitable for investors over the last year : 12.20 vs. JSRAX (9.84). JSRAX return over 5 years is better than : 8.71 vs. NWEIX (2.90).
| JSRAX | NWEIX | JSRAX / NWEIX | |
| Total Expense Ratio | 0.69 | 0.46 | 150% |
| Annual Report Gross Expense Ratio | 0.88 | 0.46 | 191% |
| Fund Existence | 20 years | 19 years | - |
| Gain YTD | 4.215 | 4.647 | 91% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 500 | 1000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.83B | 204M | 895% |
| Annual Yield % from dividends | 2.97 | 3.89 | 77% |
| Returns for 1 year | 9.84 | 12.20 | 81% |
| Returns for 3 years | 30.63 | 21.20 | 144% |
| Returns for 5 years | 8.71 | 2.90 | 300% |
| Returns for 10 years | 27.77 | 26.99 | 103% |
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