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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$34.83
Change+$0.47 (+1.37%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Dec 05, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JDSCX (1.53B). NAESX pays higher dividends than JDSCX: NAESX (1.21) vs JDSCX (0.84). 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 : 0.18 vs. JDSCX (-2.21). NAESX return over 5 years is better than : 39.43 vs. JDSCX (17.94).
| 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 | 5.100 | 7.953 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 162B | 1% |
| Annual Yield % from dividends | 0.84 | 1.21 | 70% |
| Returns for 1 year | -2.21 | 0.18 | -1,243% |
| Returns for 3 years | 23.59 | 33.13 | 71% |
| Returns for 5 years | 17.94 | 39.43 | 46% |
| Returns for 10 years | 36.08 | 133.20 | 27% |
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