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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$33.03
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JDSCX (1.53B). NAESX pays higher dividends than JDSCX: NAESX (1.28) 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 : 12.22 vs. JDSCX (6.70). NAESX return over 5 years is better than : 69.32 vs. JDSCX (45.85).
| 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 | -0.332 | 1.432 | -23% |
| 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 | 148B | 1% |
| Annual Yield % from dividends | 0.91 | 1.28 | 72% |
| Returns for 1 year | 6.70 | 12.22 | 55% |
| Returns for 3 years | 28.17 | 37.83 | 74% |
| Returns for 5 years | 45.85 | 69.32 | 66% |
| Returns for 10 years | 19.50 | 108.83 | 18% |
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