Interact to see
Advertisement
Advertisement
JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$39.76
Change+$0.36 (+0.91%)
VolumeN/A
Net Assets3.51B
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
JSEPX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEPX vs. NAESX commentary
Sep 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 JSEPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JSEPX (3.51B). NAESX pays higher dividends than JSEPX: NAESX (1.20) 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: 19.00 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 : 8.00 vs. JSEPX (-13.46). NAESX return over 5 years is better than : 71.48 vs. JSEPX (-13.32).
| 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 | -2.740 | 6.199 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.51B | 161B | 2% |
| Annual Yield % from dividends | 0.15 | 1.20 | 12% |
| Returns for 1 year | -13.46 | 8.00 | -168% |
| Returns for 3 years | -2.73 | 50.66 | -5% |
| Returns for 5 years | -13.32 | 71.48 | -19% |
| Returns for 10 years | N/A | 148.14 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers