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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$39.58
Change+$0.19 (+0.48%)
VolumeN/A
Net Assets3.93B
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Jul 06, 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: 148B vs. JSEZX (3.93B). 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 : 12.22 vs. JSEZX (-2.97). NAESX return over 5 years is better than : 69.32 vs. JSEZX (-10.54).
| 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 | -0.101 | 1.432 | -7% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.93B | 148B | 3% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -2.97 | 12.22 | -24% |
| Returns for 3 years | -6.48 | 37.83 | -17% |
| Returns for 5 years | -10.54 | 69.32 | -15% |
| Returns for 10 years | -8.76 | 108.83 | -8% |