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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$16.43
Change+$0.12 (+0.74%)
VolumeN/A
Net Assets2.03B
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JORSX vs NAESX Comparison Chart in %
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JORSX vs. NAESX commentary
Oct 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JORSX (2.03B). NAESX pays higher dividends than JORSX: NAESX (1.23) vs JORSX (0.18). 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 : 4.92 vs. JORSX (-5.84). NAESX return over 5 years is better than : 55.28 vs. JORSX (26.50).
| 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 | -4.809 | 5.577 | -86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.03B | 162B | 1% |
| Annual Yield % from dividends | 0.18 | 1.23 | 15% |
| Returns for 1 year | -5.84 | 4.92 | -119% |
| Returns for 3 years | 21.75 | 41.91 | 52% |
| Returns for 5 years | 26.50 | 55.28 | 48% |
| Returns for 10 years | N/A | 130.16 | - |
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