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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$51.03
Change-$0.89 (-1.71%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Index I
Price$119.91
Change-$2.72 (-2.22%)
VolumeN/A
Net Assets161.58B
JSEQX vs NAESX Comparison Chart in %
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JSEQX 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 JSEQX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSEQX (3.3B). NAESX pays higher dividends than JSEQX: NAESX (1.22) vs JSEQX (0.30). JSEQX was incepted earlier than NAESX: JSEQX (9 years) vs NAESX (65 years). JSEQX (1.08) is less costly to investors than NAESX (0.17). JSEQX is a more actively managed with annual turnover of: 52.00 vs. NAESX (13.00). JSEQX has a lower initial minimum investment than NAESX: JSEQX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.42 vs. JSEQX (-17.14). NAESX return over 5 years is better than : 48.22 vs. JSEQX (-18.94).
| JSEQX | NAESX | JSEQX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -4.295 | 6.726 | -64% |
| 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 | 0.30 | 1.22 | 25% |
| Returns for 1 year | -17.14 | 1.42 | -1,204% |
| Returns for 3 years | -10.42 | 33.14 | -31% |
| Returns for 5 years | -18.94 | 48.22 | -39% |
| Returns for 10 years | N/A | 137.58 | - |
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