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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.59
Change+$0.21 (+1.70%)
VolumeN/A
Net Assets300.91M
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
IJSAX vs NAESX Comparison Chart in %
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IJSAX vs. NAESX commentary
Oct 21, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSAX (301M). NAESX pays higher dividends than IJSAX: NAESX (1.23) 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 : 4.92 vs. IJSAX (-15.87). NAESX return over 5 years is better than : 55.28 vs. IJSAX (-14.84).
| 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 | -13.458 | 5.577 | -241% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.23 | 3% |
| Returns for 1 year | -15.87 | 4.92 | -323% |
| Returns for 3 years | 2.40 | 41.91 | 6% |
| Returns for 5 years | -14.84 | 55.28 | -27% |
| Returns for 10 years | -27.37 | 130.16 | -21% |
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