JSEZX
Price
$39.93
Change
+$0.39 (+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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JSEZX vs NAESX

Header iconJSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESXBanner chart's image
JPMorgan Small Cap Equity R2
Price$39.93
Change+$0.39 (+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
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Jul 27, 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 JSEZX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSEZX (3.82B). NAESX pays higher dividends than JSEZX: NAESX (1.28) vs JSEZX (0.00). JSEZX was incepted earlier than NAESX: JSEZX (17 years) vs NAESX (65 years). JSEZX (1.53) is less costly to investors than NAESX (0.17). JSEZX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). JSEZX has a lower initial minimum investment than NAESX: JSEZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. JSEZX (-7.91). NAESX return over 5 years is better than : 66.66 vs. JSEZX (-13.35).
JSEZXNAESXJSEZX / NAESX
Total Expense Ratio1.490.17876%
Annual Report Gross Expense Ratio1.530.17900%
Fund Existence17 years65 years-
Gain YTD0.7822.78128%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.82B153B2%
Annual Yield % from dividends0.001.28-
Returns for 1 year-7.918.46-94%
Returns for 3 years-9.2734.15-27%
Returns for 5 years-13.3566.66-20%
Returns for 10 years-6.84114.71-6%
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