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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.27
Change+$0.08 (+0.66%)
VolumeN/A
Net Assets308.44M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
IJSAX vs NAESX Comparison Chart in %
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IJSAX vs. NAESX commentary
Jul 27, 2025
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 IJSAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IJSAX (308M). NAESX pays higher dividends than IJSAX: NAESX (1.28) vs IJSAX (0.05). IJSAX was incepted earlier than NAESX: IJSAX (21 years) vs NAESX (65 years). IJSAX (1.48) is less costly to investors than NAESX (0.17). IJSAX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSAX has a lower initial minimum investment than NAESX: IJSAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. IJSAX (-13.62). NAESX return over 5 years is better than : 66.66 vs. IJSAX (-6.76).
| IJSAX | NAESX | IJSAX / NAESX | |
| Total Expense Ratio | 1.48 | 0.17 | 871% |
| Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -14.227 | 2.781 | -512% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 153B | 0% |
| Annual Yield % from dividends | 0.05 | 1.28 | 4% |
| Returns for 1 year | -13.62 | 8.46 | -161% |
| Returns for 3 years | -2.23 | 34.15 | -7% |
| Returns for 5 years | -6.76 | 66.66 | -10% |
| Returns for 10 years | -30.84 | 114.71 | -27% |
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