JORSX
Price
$16.39
Change
+$0.03 (+0.18%)
Updated
Jul 25 closing price
Net Assets
2.17B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JORSX vs NAESX

Header iconJORSX vs NAESX Comparison
Open Charts JORSX vs NAESXBanner chart's image
JHancock Small Cap Core R6
Price$16.39
Change+$0.03 (+0.18%)
VolumeN/A
Net Assets2.17B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JORSX vs NAESX Comparison Chart in %
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JORSX 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 JORSX is a StrongBuy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JORSX (2.17B). NAESX pays higher dividends than JORSX: NAESX (1.28) 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 : 8.46 vs. JORSX (-1.33). NAESX return over 5 years is better than : 66.66 vs. JORSX (37.34).
JORSXNAESXJORSX / NAESX
Total Expense Ratio0.870.17512%
Annual Report Gross Expense Ratio0.880.17518%
Fund Existence8 years65 years-
Gain YTD-5.0412.781-181%
Front LoadN/AN/A-
Min. Initial Investment1000000300033,333%
Min. Initial Investment IRAN/AN/A-
Net Assets2.17B153B1%
Annual Yield % from dividends0.191.2815%
Returns for 1 year-1.338.46-16%
Returns for 3 years15.8934.1547%
Returns for 5 years37.3466.6656%
Returns for 10 yearsN/A114.71-
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