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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$16.50
Change+$0.10 (+0.61%)
VolumeN/A
Net Assets2.33B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JCCIX vs NAESX Comparison Chart in %
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JCCIX vs. NAESX commentary
Jul 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 JCCIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JCCIX (2.34B). NAESX pays higher dividends than JCCIX: NAESX (1.28) vs JCCIX (0.10). JCCIX was incepted earlier than NAESX: JCCIX (12 years) vs NAESX (65 years). JCCIX (0.99) is less costly to investors than NAESX (0.17). JCCIX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JCCIX: NAESX (3000) vs JCCIX (250000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. JCCIX (4.72). NAESX return over 5 years is better than : 69.32 vs. JCCIX (43.17).
| JCCIX | NAESX | JCCIX / NAESX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -3.958 | 1.432 | -276% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.34B | 148B | 2% |
| Annual Yield % from dividends | 0.10 | 1.28 | 7% |
| Returns for 1 year | 4.72 | 12.22 | 39% |
| Returns for 3 years | 21.16 | 37.83 | 56% |
| Returns for 5 years | 43.17 | 69.32 | 62% |
| Returns for 10 years | 60.50 | 108.83 | 56% |
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