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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$32.88
Change-$0.17 (-0.51%)
VolumeN/A
Net Assets1.5B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Aug 18, 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 JDSCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JDSCX (1.5B). NAESX pays higher dividends than JDSCX: NAESX (1.25) vs JDSCX (0.91). JDSCX was incepted earlier than NAESX: JDSCX (26 years) vs NAESX (65 years). JDSCX (1.02) is less costly to investors than NAESX (0.17). JDSCX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JDSCX: NAESX (3000) vs JDSCX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. JDSCX (2.89). NAESX return over 5 years is better than : 57.53 vs. JDSCX (31.62).
| JDSCX | NAESX | JDSCX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | -0.785 | 2.494 | -31% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.5B | 154B | 1% |
| Annual Yield % from dividends | 0.91 | 1.25 | 72% |
| Returns for 1 year | 2.89 | 9.15 | 32% |
| Returns for 3 years | 9.93 | 20.39 | 49% |
| Returns for 5 years | 31.62 | 57.53 | 55% |
| Returns for 10 years | 21.11 | 112.59 | 19% |
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