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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$16.77
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.14B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
JCCIX vs NAESX Comparison Chart in %
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JCCIX vs. NAESX commentary
Sep 09, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JCCIX (2.15B). NAESX pays higher dividends than JCCIX: NAESX (1.20) vs JCCIX (0.09). 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 : 15.53 vs. JCCIX (4.97). NAESX return over 5 years is better than : 68.06 vs. JCCIX (35.65).
| 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 | -2.386 | 6.625 | -36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 161B | 1% |
| Annual Yield % from dividends | 0.09 | 1.20 | 8% |
| Returns for 1 year | 4.97 | 15.53 | 32% |
| Returns for 3 years | 15.45 | 32.39 | 48% |
| Returns for 5 years | 35.65 | 68.06 | 52% |
| Returns for 10 years | 76.30 | 133.63 | 57% |
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