JSCZX
Price
$16.46
Change
+$0.14 (+0.86%)
Updated
Jul 3 closing price
Net Assets
946.55M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JSCZX vs NAESX

Header iconJSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESXBanner chart's image
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.

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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).
JSCZXNAESXJSCZX / NAESX
Total Expense Ratio1.490.17876%
Annual Report Gross Expense Ratio1.490.17876%
Fund Existence14 years65 years-
Gain YTD-0.1821.432-13%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets947M148B1%
Annual Yield % from dividends0.001.28-
Returns for 1 year-1.9712.22-16%
Returns for 3 years15.4337.8341%
Returns for 5 years15.3569.3222%
Returns for 10 years-1.19108.83-1%
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