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JMCGX vs NAESX
JMCGX vs NAESX Comparison
Open Charts JMCGX vs NAESX
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JMCGX vs NAESX Comparison Chart in %
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JMCGX vs. NAESX commentary
Jul 27, 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 JMCGX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JMCGX (14.2M). NAESX pays higher dividends than JMCGX: NAESX (1.28) vs JMCGX (0.00). JMCGX was incepted earlier than NAESX: JMCGX (24 years) vs NAESX (65 years). JMCGX (2.93) is less costly to investors than NAESX (0.17). JMCGX is a more actively managed with annual turnover of: 20.00 vs. NAESX (13.00). JMCGX has a lower initial minimum investment than NAESX: JMCGX (2500) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. JMCGX (7.54). NAESX return over 5 years is better than : 66.66 vs. JMCGX (14.41).
| JMCGX | NAESX | JMCGX / NAESX | |
| Total Expense Ratio | 2.30 | 0.17 | 1,353% |
| Annual Report Gross Expense Ratio | 2.93 | 0.17 | 1,724% |
| Fund Existence | 24 years | 65 years | - |
| Gain YTD | 2.851 | 2.781 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.2M | 153B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 7.54 | 8.46 | 89% |
| Returns for 3 years | 18.85 | 34.15 | 55% |
| Returns for 5 years | 14.41 | 66.66 | 22% |
| Returns for 10 years | 48.13 | 114.71 | 42% |
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