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JMIGX vs NAESX
JMIGX vs NAESX Comparison
Open Charts JMIGX vs NAESX
Jacob Discovery Fd Instl
Price$25.31
Change+$0.31 (+1.24%)
VolumeN/A
Net Assets13.17M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JMIGX vs NAESX Comparison Chart in %
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JMIGX 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 JMIGX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JMIGX (13.2M). NAESX pays higher dividends than JMIGX: NAESX (1.28) vs JMIGX (0.00). JMIGX was incepted earlier than NAESX: JMIGX (28 years) vs NAESX (65 years). JMIGX (2.68) is less costly to investors than NAESX (0.17). JMIGX is a more actively managed with annual turnover of: 20.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JMIGX: NAESX (3000) vs JMIGX (100000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. JMIGX (6.21). NAESX return over 5 years is better than : 69.32 vs. JMIGX (8.43).
| JMIGX | NAESX | JMIGX / NAESX | |
| Total Expense Ratio | 2.00 | 0.17 | 1,176% |
| Annual Report Gross Expense Ratio | 2.68 | 0.17 | 1,576% |
| Fund Existence | 28 years | 65 years | - |
| Gain YTD | -4.885 | 1.432 | -341% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 3000 | 3,333% |
| 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 | 6.21 | 12.22 | 51% |
| Returns for 3 years | 9.14 | 37.83 | 24% |
| Returns for 5 years | 8.43 | 69.32 | 12% |
| Returns for 10 years | 39.50 | 108.83 | 36% |
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