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IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$15.19
Change+$1.00 (+7.05%)
VolumeN/A
Net Assets305.06M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
IJSSX vs NAESX Comparison Chart in %
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IJSSX vs. NAESX commentary
Feb 04, 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 IJSSX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSSX (305M). NAESX pays higher dividends than IJSSX: NAESX (1.16) vs IJSSX (0.31). IJSSX was incepted earlier than NAESX: IJSSX (24 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 : 10.68 vs. IJSSX (-6.39). NAESX return over 5 years is better than : 31.77 vs. IJSSX (-23.50).
| IJSSX | NAESX | IJSSX / NAESX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 24 years | 65 years | - |
| Gain YTD | 5.780 | 5.519 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 305M | 162B | 0% |
| Annual Yield % from dividends | 0.31 | 1.16 | 27% |
| Returns for 1 year | -6.39 | 10.68 | -60% |
| Returns for 3 years | -1.46 | 33.00 | -4% |
| Returns for 5 years | -23.50 | 31.77 | -74% |
| Returns for 10 years | 0.90 | 185.98 | 0% |
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