JSCHX
Price
$33.20
Change
+$0.24 (+0.73%)
Updated
Jul 3 closing price
Net Assets
1.53B
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JSCHX vs NAESX

Header iconJSCHX vs NAESX Comparison
Open Charts JSCHX vs NAESXBanner chart's image
JPMorgan Small Cap Blend R6
Price$33.20
Change+$0.24 (+0.73%)
VolumeN/A
Net Assets1.53B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSCHX vs NAESX Comparison Chart in %
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JSCHX vs. NAESX commentary
Jul 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSCHX (1.53B). NAESX pays higher dividends than JSCHX: NAESX (1.28) vs JSCHX (1.16). 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 : 12.22 vs. JSCHX (6.95). NAESX return over 5 years is better than : 69.32 vs. JSCHX (47.34).
JSCHXNAESXJSCHX / NAESX
Total Expense Ratio0.740.17435%
Annual Report Gross Expense Ratio0.770.17453%
Fund Existence7 years65 years-
Gain YTD-0.2101.432-15%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets1.53B148B1%
Annual Yield % from dividends1.161.2891%
Returns for 1 year6.9512.2257%
Returns for 3 years28.7837.8376%
Returns for 5 years47.3469.3268%
Returns for 10 yearsN/A108.83-
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