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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$16.46
Change+$0.14 (+0.86%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSCZX vs NAESX Comparison Chart in %
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JSCZX 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 JSCZX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSCZX (947M). NAESX pays higher dividends than JSCZX: NAESX (1.28) vs JSCZX (0.00). JSCZX was incepted earlier than NAESX: JSCZX (14 years) vs NAESX (65 years). JSCZX (1.49) is less costly to investors than NAESX (0.17). JSCZX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JSCZX has a lower initial minimum investment than NAESX: JSCZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. JSCZX (-1.97). NAESX return over 5 years is better than : 69.32 vs. JSCZX (15.35).
| JSCZX | NAESX | JSCZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -0.182 | 1.432 | -13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -1.97 | 12.22 | -16% |
| Returns for 3 years | 15.43 | 37.83 | 41% |
| Returns for 5 years | 15.35 | 69.32 | 22% |
| Returns for 10 years | -1.19 | 108.83 | -1% |
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