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JSCSX vs NAESX
JSCSX vs NAESX Comparison
Open Charts JSCSX vs NAESX
JPMorgan US Small Company I
Price$18.26
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets922.42M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JSCSX vs NAESX Comparison Chart in %
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JSCSX vs. NAESX commentary
Aug 18, 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 JSCSX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JSCSX (922M). NAESX pays higher dividends than JSCSX: NAESX (1.25) vs JSCSX (0.33). JSCSX was incepted earlier than NAESX: JSCSX (24 years) vs NAESX (65 years). JSCSX (0.97) is less costly to investors than NAESX (0.17). JSCSX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JSCSX: NAESX (3000) vs JSCSX (1000000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. JSCSX (-2.27). NAESX return over 5 years is better than : 57.53 vs. JSCSX (7.83).
| JSCSX | NAESX | JSCSX / NAESX | |
| Total Expense Ratio | 0.94 | 0.17 | 553% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 24 years | 65 years | - |
| Gain YTD | 1.276 | 2.494 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 154B | 1% |
| Annual Yield % from dividends | 0.33 | 1.25 | 26% |
| Returns for 1 year | -2.27 | 9.15 | -25% |
| Returns for 3 years | 3.99 | 20.39 | 20% |
| Returns for 5 years | 7.83 | 57.53 | 14% |
| Returns for 10 years | 12.09 | 112.59 | 11% |
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