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JVTSX vs NRGSX
JVTSX vs NRGSX Comparison
Open Charts JVTSX vs NRGSX
JVTSX vs NRGSX Comparison Chart in %
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JVTSX vs. NRGSX commentary
Aug 22, 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 JVTSX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.42B vs. JVTSX (3.45B). NRGSX pays higher dividends than JVTSX: NRGSX (0.45) vs JVTSX (0.00). JVTSX was incepted earlier than NRGSX: JVTSX (15 years) vs NRGSX (13 years). JVTSX (1.18) is less costly to investors than NRGSX (0.74). JVTSX (24.00) and NRGSX (23.00) have comparable annual turnover. NRGSX has a lower initial minimum investment than JVTSX: NRGSX (0) vs JVTSX (2500). JVTSX annual gain was more profitable for investors over the last year : 18.29 vs. NRGSX (-2.08). JVTSX return over 5 years is better than : -9.62 vs. NRGSX (-18.94).
| JVTSX | NRGSX | JVTSX / NRGSX | |
| Total Expense Ratio | 1.18 | 0.74 | 159% |
| Annual Report Gross Expense Ratio | 1.18 | 0.74 | 159% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 18.488 | 16.524 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 7.42B | 47% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 18.29 | -2.08 | -880% |
| Returns for 3 years | 31.72 | 7.23 | 439% |
| Returns for 5 years | -9.62 | -18.94 | 51% |
| Returns for 10 years | 42.70 | 13.57 | 315% |
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