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JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$38.36
Change-$0.67 (-1.72%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
JSEPX vs NAESX Comparison Chart in %
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JSEPX vs. NAESX commentary
Nov 14, 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 JSEPX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSEPX (3.3B). NAESX pays higher dividends than JSEPX: NAESX (1.22) vs JSEPX (0.15). JSEPX was incepted earlier than NAESX: JSEPX (9 years) vs NAESX (65 years). JSEPX (1.25) is less costly to investors than NAESX (0.17). JSEPX is a more actively managed with annual turnover of: 52.00 vs. NAESX (13.00). JSEPX has a lower initial minimum investment than NAESX: JSEPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.33 vs. JSEPX (-20.42). NAESX return over 5 years is better than : 44.93 vs. JSEPX (-29.15).
| JSEPX | NAESX | JSEPX / NAESX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -6.164 | 4.359 | -141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 162B | 2% |
| Annual Yield % from dividends | 0.15 | 1.22 | 12% |
| Returns for 1 year | -20.42 | -0.33 | 6,130% |
| Returns for 3 years | -17.26 | 31.86 | -54% |
| Returns for 5 years | -29.15 | 44.93 | -65% |
| Returns for 10 years | N/A | 129.99 | - |
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