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JSCHX vs NAESX
JSCHX vs NAESX Comparison
Open Charts JSCHX vs NAESX
JPMorgan Small Cap Blend R6
Price$34.47
Change+$0.55 (+1.62%)
VolumeN/A
Net Assets1.51B
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
JSCHX vs NAESX Comparison Chart in %
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JSCHX vs. NAESX commentary
Oct 21, 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 JSCHX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSCHX (1.51B). NAESX pays higher dividends than JSCHX: NAESX (1.23) vs JSCHX (1.09). JSCHX was incepted earlier than NAESX: JSCHX (7 years) vs NAESX (65 years). JSCHX (0.77) is less costly to investors than NAESX (0.17). JSCHX is a more actively managed with annual turnover of: 49.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JSCHX: NAESX (3000) vs JSCHX (15000000). NAESX annual gain was more profitable for investors over the last year : 6.20 vs. JSCHX (2.43). NAESX return over 5 years is better than : 59.92 vs. JSCHX (35.43).
| JSCHX | NAESX | JSCHX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 3.607 | 7.031 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.51B | 162B | 1% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 2.43 | 6.20 | 39% |
| Returns for 3 years | 32.14 | 45.67 | 70% |
| Returns for 5 years | 35.43 | 59.92 | 59% |
| Returns for 10 years | N/A | 133.16 | - |
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