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JSCHX vs NAESX
JSCHX vs NAESX Comparison
Open Charts JSCHX vs NAESX
JPMorgan Small Cap Blend R6
Price$34.19
Change+$0.35 (+1.03%)
VolumeN/A
Net Assets1.54B
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
JSCHX vs NAESX Comparison Chart in %
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JSCHX vs. NAESX commentary
Sep 29, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JSCHX (1.54B). NAESX pays higher dividends than JSCHX: NAESX (1.20) vs JSCHX (1.10). 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: 39.00 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 : 8.00 vs. JSCHX (3.73). NAESX return over 5 years is better than : 71.48 vs. JSCHX (46.34).
| 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 | 2.765 | 6.199 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 161B | 1% |
| Annual Yield % from dividends | 1.10 | 1.20 | 92% |
| Returns for 1 year | 3.73 | 8.00 | 47% |
| Returns for 3 years | 35.62 | 50.66 | 70% |
| Returns for 5 years | 46.34 | 71.48 | 65% |
| Returns for 10 years | N/A | 148.14 | - |