JSERX
Price
$55.34
Change
+$0.54 (+0.99%)
Updated
Jul 25 closing price
Net Assets
3.82B
NAESX
Price
$118.17
Change
+$0.72 (+0.61%)
Updated
Jul 25 closing price
Net Assets
153.28B
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JSERX vs NAESX

Header iconJSERX vs NAESX Comparison
Open Charts JSERX vs NAESXBanner chart's image
JPMorgan Small Cap Equity R5
Price$55.34
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets3.82B
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JSERX vs NAESX Comparison Chart in %
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JSERX vs. NAESX commentary
Jul 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 JSERX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSERX (3.82B). 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 : 8.46 vs. JSERX (-4.36). NAESX return over 5 years is better than : 66.66 vs. JSERX (1.03).
JSERXNAESXJSERX / NAESX
Total Expense Ratio0.800.17471%
Annual Report Gross Expense Ratio0.850.17500%
Fund Existence19 years65 years-
Gain YTD1.1892.78143%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B153B2%
Annual Yield % from dividends0.461.2836%
Returns for 1 year-4.368.46-52%
Returns for 3 years-0.5634.15-2%
Returns for 5 years1.0366.662%
Returns for 10 years16.30114.7114%
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