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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$15.75
Change+$0.09 (+0.57%)
VolumeN/A
Net Assets306.44M
Vanguard Small Cap Index I
Price$130.85
Change+$0.30 (+0.23%)
VolumeN/A
Net Assets162.31B
IJSIX vs NAESX Comparison Chart in %
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IJSIX vs. NAESX commentary
Jan 15, 2026
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSIX (306M). NAESX pays higher dividends than IJSIX: NAESX (1.22) vs IJSIX (0.59). IJSIX was incepted earlier than NAESX: IJSIX (22 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 : 12.98 vs. IJSIX (-4.08). NAESX return over 5 years is better than : 34.90 vs. IJSIX (-19.78).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | 6.061 | 5.883 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 162B | 0% |
| Annual Yield % from dividends | 0.59 | 1.22 | 49% |
| Returns for 1 year | -4.08 | 12.98 | -31% |
| Returns for 3 years | 5.79 | 40.70 | 14% |
| Returns for 5 years | -19.78 | 34.90 | -57% |
| Returns for 10 years | 4.68 | 185.16 | 3% |
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