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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.88
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets303.46M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
IJSAX vs NAESX Comparison Chart in %
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IJSAX vs. NAESX commentary
Dec 28, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. IJSAX (303M). NAESX pays higher dividends than IJSAX: NAESX (1.21) vs IJSAX (0.03). 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 : 7.55 vs. IJSAX (-11.75). NAESX return over 5 years is better than : 36.08 vs. IJSAX (-25.53).
| 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 | -9.963 | 9.616 | -104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 163B | 0% |
| Annual Yield % from dividends | 0.03 | 1.21 | 3% |
| Returns for 1 year | -11.75 | 7.55 | -156% |
| Returns for 3 years | 3.96 | 45.02 | 9% |
| Returns for 5 years | -25.53 | 36.08 | -71% |
| Returns for 10 years | -24.39 | 141.47 | -17% |
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