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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$17.33
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JTUAX vs NAESX Comparison Chart in %
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JTUAX 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 JTUAX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JTUAX (941M). NAESX pays higher dividends than JTUAX: NAESX (1.28) vs JTUAX (0.12). JTUAX was incepted earlier than NAESX: JTUAX (18 years) vs NAESX (65 years). JTUAX (1.23) is less costly to investors than NAESX (0.17). JTUAX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JTUAX has a lower initial minimum investment than NAESX: JTUAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 8.46 vs. JTUAX (-7.65). NAESX return over 5 years is better than : 66.66 vs. JTUAX (14.86).
| JTUAX | NAESX | JTUAX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 0.464 | 2.781 | 17% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.12 | 1.28 | 9% |
| Returns for 1 year | -7.65 | 8.46 | -90% |
| Returns for 3 years | 12.67 | 34.15 | 37% |
| Returns for 5 years | 14.86 | 66.66 | 22% |
| Returns for 10 years | 5.79 | 114.71 | 5% |