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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$33.26
Change-$0.77 (-2.26%)
VolumeN/A
Net Assets1.47B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Nov 14, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JDSCX (1.47B). NAESX pays higher dividends than JDSCX: NAESX (1.22) vs JDSCX (0.85). JDSCX was incepted earlier than NAESX: JDSCX (27 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: 49.00 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 : 1.42 vs. JDSCX (-3.38). NAESX return over 5 years is better than : 48.22 vs. JDSCX (23.38).
| JDSCX | NAESX | JDSCX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 27 years | 65 years | - |
| Gain YTD | 2.686 | 6.726 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.47B | 162B | 1% |
| Annual Yield % from dividends | 0.85 | 1.22 | 70% |
| Returns for 1 year | -3.38 | 1.42 | -237% |
| Returns for 3 years | 22.17 | 33.14 | 67% |
| Returns for 5 years | 23.38 | 48.22 | 48% |
| Returns for 10 years | 37.77 | 137.58 | 27% |
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