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JVTCX vs NRGSX
JVTCX vs NRGSX Comparison
Open Charts JVTCX vs NRGSX
JVTCX vs NRGSX Comparison Chart in %
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JVTCX 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 JVTCX is a Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.39B vs. JVTCX (3.45B). NRGSX pays higher dividends than JVTCX: NRGSX (0.45) vs JVTCX (0.00). JVTCX was incepted earlier than NRGSX: JVTCX (15 years) vs NRGSX (13 years). JVTCX (2.04) is less costly to investors than NRGSX (0.74). JVTCX (24.00) and NRGSX (23.00) have comparable annual turnover. NRGSX has a lower initial minimum investment than JVTCX: NRGSX (0) vs JVTCX (2500). JVTCX annual gain was more profitable for investors over the last year : 14.44 vs. NRGSX (-1.20). JVTCX return over 5 years is better than : -17.80 vs. NRGSX (-18.93).
| JVTCX | NRGSX | JVTCX / NRGSX | |
| Total Expense Ratio | 1.96 | 0.74 | 265% |
| Annual Report Gross Expense Ratio | 2.04 | 0.74 | 276% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 16.379 | 16.543 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 7.39B | 47% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 14.44 | -1.20 | -1,201% |
| Returns for 3 years | 23.93 | 7.14 | 335% |
| Returns for 5 years | -17.80 | -18.93 | 94% |
| Returns for 10 years | 22.18 | 12.86 | 172% |
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