Interact to see
Advertisement
Advertisement
JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
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 %
Loading...
View a ticker or compare two or three
VS
VS
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.
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).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | 0.782 | 2.781 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.82B | 153B | 2% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -7.91 | 8.46 | -94% |
| Returns for 3 years | -9.27 | 34.15 | -27% |
| Returns for 5 years | -13.35 | 66.66 | -20% |
| Returns for 10 years | -6.84 | 114.71 | -6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement