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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$17.29
Change+$0.21 (+1.23%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JSCZX vs NAESX Comparison Chart in %
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JSCZX vs. NAESX commentary
Sep 08, 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: 161B vs. JSCZX (957M). NAESX pays higher dividends than JSCZX: NAESX (1.20) 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 : 13.62 vs. JSCZX (0.70). NAESX return over 5 years is better than : 66.60 vs. JSCZX (9.89).
| 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 | 5.276 | 6.494 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 161B | 1% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | 0.70 | 13.62 | 5% |
| Returns for 3 years | 18.26 | 39.23 | 47% |
| Returns for 5 years | 9.89 | 66.60 | 15% |
| Returns for 10 years | 12.43 | 132.36 | 9% |
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