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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$14.82
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets310.63M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
IJSIX vs NAESX Comparison Chart in %
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IJSIX vs. NAESX commentary
Sep 07, 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 IJSIX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IJSIX (311M). NAESX pays higher dividends than IJSIX: NAESX (1.20) vs IJSIX (0.60). IJSIX was incepted earlier than NAESX: IJSIX (21 years) vs NAESX (65 years). IJSIX (0.88) is less costly to investors than NAESX (0.17). IJSIX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSIX has a lower initial minimum investment than NAESX: IJSIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. IJSIX (-6.34). NAESX return over 5 years is better than : 66.60 vs. IJSIX (0.92).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -9.580 | 6.494 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 161B | 0% |
| Annual Yield % from dividends | 0.60 | 1.20 | 50% |
| Returns for 1 year | -6.34 | 13.62 | -47% |
| Returns for 3 years | 7.13 | 39.23 | 18% |
| Returns for 5 years | 0.92 | 66.60 | 1% |
| Returns for 10 years | -12.85 | 132.36 | -10% |
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