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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$19.13
Change+$0.33 (+1.76%)
VolumeN/A
Net Assets966.05M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JTUAX vs NAESX Comparison Chart in %
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JTUAX 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 JTUAX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JTUAX (966M). NAESX pays higher dividends than JTUAX: NAESX (1.21) vs JTUAX (0.11). 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: 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 : -0.86 vs. JTUAX (-6.94). NAESX return over 5 years is better than : 40.97 vs. JTUAX (-2.26).
| 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 | 9.217 | 7.092 | 130% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 162B | 1% |
| Annual Yield % from dividends | 0.11 | 1.21 | 9% |
| Returns for 1 year | -6.94 | -0.86 | 805% |
| Returns for 3 years | 15.17 | 32.07 | 47% |
| Returns for 5 years | -2.26 | 40.97 | -6% |
| Returns for 10 years | 16.28 | 131.34 | 12% |
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