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JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$46.16
Change+$0.09 (+0.20%)
VolumeN/A
Net Assets3.22B
Vanguard Small Cap Index I
Price$126.20
Change+$0.28 (+0.22%)
VolumeN/A
Net Assets163.34B
JSERX vs NAESX Comparison Chart in %
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JSERX vs. NAESX commentary
Dec 26, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. JSERX (3.22B). NAESX pays higher dividends than JSERX: NAESX (1.21) vs JSERX (0.46). JSERX was incepted earlier than NAESX: JSERX (20 years) vs NAESX (65 years). JSERX (0.84) is less costly to investors than NAESX (0.17). JSERX is a more actively managed with annual turnover of: 52.00 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 : 8.22 vs. JSERX (-16.62). NAESX return over 5 years is better than : 36.35 vs. JSERX (-32.28).
| JSERX | NAESX | JSERX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.84 | 0.17 | 494% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -15.597 | 9.833 | -159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 163B | 2% |
| Annual Yield % from dividends | 0.46 | 1.21 | 39% |
| Returns for 1 year | -16.62 | 8.22 | -202% |
| Returns for 3 years | -6.84 | 44.83 | -15% |
| Returns for 5 years | -32.28 | 36.35 | -89% |
| Returns for 10 years | 8.30 | 143.16 | 6% |
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