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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$18.78
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
JTUAX vs NAESX Comparison Chart in %
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JTUAX vs. NAESX commentary
Feb 05, 2026
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JTUAX (992M). NAESX pays higher dividends than JTUAX: NAESX (1.16) vs JTUAX (0.02). JTUAX was incepted earlier than NAESX: JTUAX (18 years) vs NAESX (65 years). JTUAX (1.22) is less costly to investors than NAESX (0.17). JTUAX is a more actively managed with annual turnover of: 104.00 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 : 10.68 vs. JTUAX (7.59). NAESX return over 5 years is better than : 31.77 vs. JTUAX (-14.62).
| JTUAX | NAESX | JTUAX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 6.948 | 5.519 | 126% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.02 | 1.16 | 2% |
| Returns for 1 year | 7.59 | 10.68 | 71% |
| Returns for 3 years | 14.76 | 33.00 | 45% |
| Returns for 5 years | -14.62 | 31.77 | -46% |
| Returns for 10 years | 44.49 | 185.98 | 24% |
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