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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
Jul 11, 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 Buy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 7.48B vs. JVTSX (3.62B). NRGSX pays higher dividends than JVTSX: NRGSX (0.44) 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 : 18.26 vs. NRGSX (-6.74). JVTSX return over 5 years is better than : -11.70 vs. NRGSX (-21.28).
| 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 | 17.365 | 11.463 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 7.48B | 48% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 18.26 | -6.74 | -271% |
| Returns for 3 years | 24.12 | -1.46 | -1,648% |
| Returns for 5 years | -11.70 | -21.28 | 55% |
| Returns for 10 years | 44.89 | 10.09 | 445% |
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