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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$31.11
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets3.22B
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Dec 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. JSEZX (3.22B). NAESX pays higher dividends than JSEZX: NAESX (1.21) vs JSEZX (0.00). JSEZX was incepted earlier than NAESX: JSEZX (17 years) vs NAESX (65 years). JSEZX (1.54) is less costly to investors than NAESX (0.17). JSEZX is a more actively managed with annual turnover of: 52.00 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 : 7.55 vs. JSEZX (-22.80). NAESX return over 5 years is better than : 36.08 vs. JSEZX (-45.31).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.54 | 0.17 | 906% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -21.479 | 9.616 | -223% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.22B | 163B | 2% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -22.80 | 7.55 | -302% |
| Returns for 3 years | -17.77 | 45.02 | -39% |
| Returns for 5 years | -45.31 | 36.08 | -126% |
| Returns for 10 years | -19.02 | 141.47 | -13% |
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