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IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$14.34
Change+$0.06 (+0.42%)
VolumeN/A
Net Assets310.63M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
IJSSX vs NAESX Comparison Chart in %
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IJSSX 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 IJSSX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IJSSX (311M). NAESX pays higher dividends than IJSSX: NAESX (1.20) vs IJSSX (0.32). IJSSX was incepted earlier than NAESX: IJSSX (23 years) vs NAESX (65 years). IJSSX (1.13) is less costly to investors than NAESX (0.17). IJSSX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSSX has a lower initial minimum investment than NAESX: IJSSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. IJSSX (-6.94). NAESX return over 5 years is better than : 66.60 vs. IJSSX (-1.48).
| IJSSX | NAESX | IJSSX / NAESX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -10.078 | 6.494 | -155% |
| 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 | 0.32 | 1.20 | 27% |
| Returns for 1 year | -6.94 | 13.62 | -51% |
| Returns for 3 years | 5.69 | 39.23 | 14% |
| Returns for 5 years | -1.48 | 66.60 | -2% |
| Returns for 10 years | -16.59 | 132.36 | -13% |
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