Interact to see
Advertisement
Advertisement
IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$14.67
Change+$0.14 (+0.96%)
VolumeN/A
Net Assets303.72M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
IJSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJSIX vs. NAESX commentary
Sep 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IJSIX (304M). 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 : 8.00 vs. IJSIX (-11.40). NAESX return over 5 years is better than : 71.48 vs. IJSIX (3.36).
| 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 | -11.350 | 6.199 | -183% |
| 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 | 0.60 | 1.20 | 50% |
| Returns for 1 year | -11.40 | 8.00 | -142% |
| Returns for 3 years | 13.26 | 50.66 | 26% |
| Returns for 5 years | 3.36 | 71.48 | 5% |
| Returns for 10 years | -9.44 | 148.14 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| NECCX | 14.81 | 0.09 | +0.61% |
| Natixis US Equity Opportunities C | |||
| HESGX | 47.11 | 0.25 | +0.53% |
| Horizon Defensive Core Investor | |||
| CICCX | 66.14 | 0.30 | +0.46% |
| American Funds Invmt Co of Amer 529C | |||
| IRGIX | 10.28 | N/A | N/A |
| VY® CBRE Global Real Estate I | |||
| FSATX | 17.18 | N/A | N/A |
| Fidelity Advisor Asset Manager 60% M | |||