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JSCSX vs NAESX
JSCSX vs NAESX Comparison
Open Charts JSCSX vs NAESX
JPMorgan US Small Company I
Price$18.05
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSCSX vs NAESX Comparison Chart in %
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JSCSX 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 JSCSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSCSX (947M). NAESX pays higher dividends than JSCSX: NAESX (1.28) 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 : 12.22 vs. JSCSX (-0.75). NAESX return over 5 years is better than : 69.32 vs. JSCSX (21.41).
| 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 | 0.111 | 1.432 | 8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.33 | 1.28 | 26% |
| Returns for 1 year | -0.75 | 12.22 | -6% |
| Returns for 3 years | 18.08 | 37.83 | 48% |
| Returns for 5 years | 21.41 | 69.32 | 31% |
| Returns for 10 years | 7.39 | 108.83 | 7% |
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