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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$16.29
Change-$0.10 (-0.61%)
VolumeN/A
Net Assets2.12B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JORSX vs NAESX Comparison Chart in %
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JORSX vs. NAESX commentary
Aug 19, 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 JORSX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JORSX (2.12B). NAESX pays higher dividends than JORSX: NAESX (1.25) vs JORSX (0.19). JORSX was incepted earlier than NAESX: JORSX (8 years) vs NAESX (65 years). JORSX (0.88) is less costly to investors than NAESX (0.17). JORSX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JORSX: NAESX (3000) vs JORSX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. JORSX (-0.68). NAESX return over 5 years is better than : 57.53 vs. JORSX (28.07).
| JORSX | NAESX | JORSX / NAESX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -5.620 | 2.494 | -225% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.12B | 154B | 1% |
| Annual Yield % from dividends | 0.19 | 1.25 | 15% |
| Returns for 1 year | -0.68 | 9.15 | -7% |
| Returns for 3 years | 4.64 | 20.39 | 23% |
| Returns for 5 years | 28.07 | 57.53 | 49% |
| Returns for 10 years | N/A | 112.59 | - |
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