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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$39.92
Change+$0.56 (+1.42%)
VolumeN/A
Net Assets3.69B
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JSEZX (3.69B). NAESX pays higher dividends than JSEZX: NAESX (1.20) 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 : 13.62 vs. JSEZX (-6.81). NAESX return over 5 years is better than : 66.60 vs. JSEZX (-16.17).
| 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 | 1.136 | 6.494 | 17% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 161B | 2% |
| Annual Yield % from dividends | 0.00 | 1.20 | - |
| Returns for 1 year | -6.81 | 13.62 | -50% |
| Returns for 3 years | -6.81 | 39.23 | -17% |
| Returns for 5 years | -16.17 | 66.60 | -24% |
| Returns for 10 years | -2.65 | 132.36 | -2% |
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