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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$13.59
Change-$0.04 (-0.29%)
VolumeN/A
Net Assets308.44M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
IJSTX vs NAESX Comparison Chart in %
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IJSTX vs. NAESX commentary
Jul 29, 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 IJSTX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IJSTX (308M). NAESX pays higher dividends than IJSTX: NAESX (1.28) vs IJSTX (0.07). IJSTX was incepted earlier than NAESX: IJSTX (23 years) vs NAESX (65 years). IJSTX (1.28) is less costly to investors than NAESX (0.17). IJSTX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSTX has a lower initial minimum investment than NAESX: IJSTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 6.25 vs. IJSTX (-13.78). NAESX return over 5 years is better than : 62.27 vs. IJSTX (-4.27).
| IJSTX | NAESX | IJSTX / NAESX | |
| Total Expense Ratio | 1.28 | 0.17 | 753% |
| Annual Report Gross Expense Ratio | 1.28 | 0.17 | 753% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -13.064 | 2.380 | -549% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 153B | 0% |
| Annual Yield % from dividends | 0.07 | 1.28 | 5% |
| Returns for 1 year | -13.78 | 6.25 | -221% |
| Returns for 3 years | -3.84 | 27.51 | -14% |
| Returns for 5 years | -4.27 | 62.27 | -7% |
| Returns for 10 years | -26.26 | 110.74 | -24% |
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