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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.47
Change+$0.12 (+0.97%)
VolumeN/A
Net Assets303.72M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
IJSAX vs NAESX Comparison Chart in %
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IJSAX vs. NAESX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IJSAX (304M). NAESX pays higher dividends than IJSAX: NAESX (1.20) 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 : 8.00 vs. IJSAX (-13.01). NAESX return over 5 years is better than : 71.48 vs. IJSAX (-4.73).
| 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 | -12.829 | 6.199 | -207% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 304M | 161B | 0% |
| Annual Yield % from dividends | 0.03 | 1.20 | 3% |
| Returns for 1 year | -13.01 | 8.00 | -163% |
| Returns for 3 years | 8.90 | 50.66 | 18% |
| Returns for 5 years | -4.73 | 71.48 | -7% |
| Returns for 10 years | -21.84 | 148.14 | -15% |
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