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JSCSX vs NAESX
JSCSX vs NAESX Comparison
Open Charts JSCSX vs NAESX
JPMorgan US Small Company I
Price$16.78
Change-$0.32 (-1.87%)
VolumeN/A
Net Assets884.86M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JSCSX vs NAESX Comparison Chart
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JSCSX vs. NAESX commentary
Jun 16, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSCSX (885M). NAESX pays higher dividends than JSCSX: NAESX (1.35) vs JSCSX (0.35). 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 : 5.19 vs. JSCSX (-8.24). NAESX return over 5 years is better than : 63.19 vs. JSCSX (14.39).
| 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 | -6.933 | -4.390 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 148B | 1% |
| Annual Yield % from dividends | 0.35 | 1.35 | 26% |
| Returns for 1 year | -8.24 | 5.19 | -159% |
| Returns for 3 years | 10.56 | 31.28 | 34% |
| Returns for 5 years | 14.39 | 63.19 | 23% |
| Returns for 10 years | -1.94 | 92.88 | -2% |
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