Interact to see
Advertisement
Advertisement
JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$31.05
Change-$0.59 (-1.86%)
VolumeN/A
Net Assets1.44B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JDSCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JDSCX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JDSCX (1.44B). NAESX pays higher dividends than JDSCX: NAESX (1.35) vs JDSCX (0.95). 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 : 5.19 vs. JDSCX (0.82). NAESX return over 5 years is better than : 63.19 vs. JDSCX (41.23).
| 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 | -6.307 | -4.390 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.44B | 148B | 1% |
| Annual Yield % from dividends | 0.95 | 1.35 | 70% |
| Returns for 1 year | 0.82 | 5.19 | 16% |
| Returns for 3 years | 23.66 | 31.28 | 76% |
| Returns for 5 years | 41.23 | 63.19 | 65% |
| Returns for 10 years | 10.88 | 92.88 | 12% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement