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JSCSX vs NAESX
JSCSX vs NAESX Comparison
Open Charts JSCSX vs NAESX
JPMorgan US Small Company I
Price$19.46
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets967.56M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JSCSX vs NAESX Comparison Chart in %
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JSCSX vs. NAESX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSCSX (968M). NAESX pays higher dividends than JSCSX: NAESX (1.23) vs JSCSX (0.30). 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: 104.00 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 : 4.92 vs. JSCSX (-2.12). NAESX return over 5 years is better than : 55.28 vs. JSCSX (10.22).
| 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 | 7.931 | 5.577 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 162B | 1% |
| Annual Yield % from dividends | 0.30 | 1.23 | 25% |
| Returns for 1 year | -2.12 | 4.92 | -43% |
| Returns for 3 years | 24.24 | 41.91 | 58% |
| Returns for 5 years | 10.22 | 55.28 | 18% |
| Returns for 10 years | 22.93 | 130.16 | 18% |
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