Interact to see
Advertisement
Advertisement
JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$54.83
Change+$0.27 (+0.49%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSERX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSERX (3.93B). NAESX pays higher dividends than JSERX: NAESX (1.28) vs JSERX (0.46). 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 : 12.22 vs. JSERX (0.77). NAESX return over 5 years is better than : 69.32 vs. JSERX (4.29).
| 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 | 0.256 | 1.432 | 18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.46 | 1.28 | 36% |
| Returns for 1 year | 0.77 | 12.22 | 6% |
| Returns for 3 years | 2.50 | 37.83 | 7% |
| Returns for 5 years | 4.29 | 69.32 | 6% |
| Returns for 10 years | 13.92 | 108.83 | 13% |