JSEPX
Price
$41.25
Change
+$0.39 (+0.95%)
Updated
Jul 25 closing price
Net Assets
3.82B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JSEPX vs NAESX

Header iconJSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESXBanner chart's image
JPMorgan Small Cap Equity R3
Price$41.25
Change+$0.39 (+0.95%)
VolumeN/A
Net Assets3.82B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JSEPX vs NAESX Comparison Chart in %
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JSEPX vs. NAESX commentary
Jul 27, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSEPX (3.82B). NAESX pays higher dividends than JSEPX: NAESX (1.28) 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 : 8.46 vs. JSEPX (-7.38). NAESX return over 5 years is better than : 66.66 vs. JSEPX (-11.14).
JSEPXNAESXJSEPX / NAESX
Total Expense Ratio1.250.17735%
Annual Report Gross Expense Ratio1.250.17735%
Fund Existence9 years65 years-
Gain YTD0.9052.78133%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B153B2%
Annual Yield % from dividends0.151.2812%
Returns for 1 year-7.388.46-87%
Returns for 3 years-7.8534.15-23%
Returns for 5 years-11.1466.66-17%
Returns for 10 yearsN/A114.71-
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