Interact to see
Advertisement
Advertisement
JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$55.47
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index I
Price$122.59
Change+$0.15 (+0.12%)
VolumeN/A
Net Assets161.26B
JSERX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. NAESX commentary
Sep 09, 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 JSERX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JSERX (3.69B). NAESX pays higher dividends than JSERX: NAESX (1.20) vs JSERX (0.45). JSERX was incepted earlier than NAESX: JSERX (19 years) vs NAESX (65 years). JSERX (0.85) is less costly to investors than NAESX (0.17). JSERX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). JSERX has a lower initial minimum investment than NAESX: JSERX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 15.53 vs. JSERX (-3.23). NAESX return over 5 years is better than : 68.06 vs. JSERX (-2.26).
| JSERX | NAESX | JSERX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | 1.627 | 6.625 | 25% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.45 | 1.20 | 37% |
| Returns for 1 year | -3.23 | 15.53 | -21% |
| Returns for 3 years | 2.14 | 32.39 | 7% |
| Returns for 5 years | -2.26 | 68.06 | -3% |
| Returns for 10 years | 21.54 | 133.63 | 16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement