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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$16.04
Change-$0.31 (-1.90%)
VolumeN/A
Net Assets884.86M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JTUAX vs NAESX Comparison Chart
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JTUAX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JTUAX (885M). NAESX pays higher dividends than JTUAX: NAESX (1.35) vs JTUAX (0.13). 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 : 5.19 vs. JTUAX (-8.75). NAESX return over 5 years is better than : 63.19 vs. JTUAX (11.60).
| 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 | -7.014 | -4.390 | 160% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 148B | 1% |
| Annual Yield % from dividends | 0.13 | 1.35 | 9% |
| Returns for 1 year | -8.75 | 5.19 | -168% |
| Returns for 3 years | 9.38 | 31.28 | 30% |
| Returns for 5 years | 11.60 | 63.19 | 18% |
| Returns for 10 years | -5.73 | 92.88 | -6% |
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