Interact to see
Advertisement
Advertisement
JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$32.45
Change+$0.01 (+0.03%)
VolumeN/A
Net Assets3.21B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
JSEPX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEPX vs. NAESX commentary
Dec 28, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. JSEPX (3.21B). NAESX pays higher dividends than JSEPX: NAESX (1.21) vs JSEPX (0.15). JSEPX was incepted earlier than NAESX: JSEPX (9 years) vs NAESX (65 years). JSEPX (1.24) 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 : 7.55 vs. JSEPX (-21.96). NAESX return over 5 years is better than : 36.08 vs. JSEPX (-43.46).
| JSEPX | NAESX | JSEPX / NAESX | |
| Total Expense Ratio | 1.24 | 0.17 | 729% |
| Annual Report Gross Expense Ratio | 1.24 | 0.17 | 729% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -20.621 | 9.616 | -214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 163B | 2% |
| Annual Yield % from dividends | 0.15 | 1.21 | 12% |
| Returns for 1 year | -21.96 | 7.55 | -291% |
| Returns for 3 years | -16.08 | 45.02 | -36% |
| Returns for 5 years | -43.46 | 36.08 | -120% |
| Returns for 10 years | N/A | 141.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers