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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$17.72
Change-$0.10 (-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
JSCZX vs NAESX Comparison Chart in %
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JSCZX vs. NAESX commentary
Oct 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 JSCZX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSCZX (968M). NAESX pays higher dividends than JSCZX: NAESX (1.23) 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: 104.00 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 : 4.92 vs. JSCZX (-3.33). NAESX return over 5 years is better than : 55.28 vs. JSCZX (4.74).
| 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 | 7.459 | 5.577 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -3.33 | 4.92 | -68% |
| Returns for 3 years | 21.45 | 41.91 | 51% |
| Returns for 5 years | 4.74 | 55.28 | 9% |
| Returns for 10 years | 13.16 | 130.16 | 10% |
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