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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$14.82
Change+$0.97 (+7.00%)
VolumeN/A
Net Assets302.94M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
IJSTX vs NAESX Comparison Chart in %
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IJSTX vs. NAESX commentary
Feb 05, 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 IJSTX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSTX (303M). NAESX pays higher dividends than IJSTX: NAESX (1.16) vs IJSTX (0.05). 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 : 10.68 vs. IJSTX (-6.80). NAESX return over 5 years is better than : 31.77 vs. IJSTX (-24.76).
| 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 | 5.782 | 5.519 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 162B | 0% |
| Annual Yield % from dividends | 0.05 | 1.16 | 4% |
| Returns for 1 year | -6.80 | 10.68 | -64% |
| Returns for 3 years | -2.32 | 33.00 | -7% |
| Returns for 5 years | -24.76 | 31.77 | -78% |
| Returns for 10 years | -2.07 | 185.98 | -1% |
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