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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$16.50
Change-$0.04 (-0.24%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index I
Price$117.71
Change-$0.46 (-0.39%)
VolumeN/A
Net Assets153.28B
JSCZX vs NAESX Comparison Chart in %
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JSCZX vs. NAESX commentary
Jul 29, 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: 153B vs. JSCZX (941M). 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 : 8.46 vs. JSCZX (-8.21). NAESX return over 5 years is better than : 66.66 vs. JSCZX (11.84).
| 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 | 0.303 | 2.781 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -8.21 | 8.46 | -97% |
| Returns for 3 years | 11.38 | 34.15 | 33% |
| Returns for 5 years | 11.84 | 66.66 | 18% |
| Returns for 10 years | 1.29 | 114.71 | 1% |
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