Interact to see
Advertisement
Advertisement
JMCGX vs NAESX
JMCGX vs NAESX Comparison
Open Charts JMCGX vs NAESX
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JMCGX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JMCGX vs. NAESX commentary
Jul 06, 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: 148B vs. JMCGX (13.2M). 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 : 12.22 vs. JMCGX (5.94). NAESX return over 5 years is better than : 69.32 vs. JMCGX (5.99).
| 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 | -5.031 | 1.432 | -351% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 13.2M | 148B | 0% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | 5.94 | 12.22 | 49% |
| Returns for 3 years | 8.22 | 37.83 | 22% |
| Returns for 5 years | 5.99 | 69.32 | 9% |
| Returns for 10 years | 32.24 | 108.83 | 30% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement