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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$38.41
Change+$0.46 (+1.21%)
VolumeN/A
Net Assets3.32B
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Dec 04, 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: 162B vs. JSEZX (3.32B). 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 (1.53) 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 : -0.86 vs. JSEZX (-20.73). NAESX return over 5 years is better than : 40.97 vs. JSEZX (-31.53).
| 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 | -3.988 | 7.092 | -56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.32B | 162B | 2% |
| Annual Yield % from dividends | 0.00 | 1.21 | - |
| Returns for 1 year | -20.73 | -0.86 | 2,407% |
| Returns for 3 years | -18.25 | 32.07 | -57% |
| Returns for 5 years | -31.53 | 40.97 | -77% |
| Returns for 10 years | -9.39 | 131.34 | -7% |
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