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JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$17.00
Change+$0.29 (+1.74%)
VolumeN/A
Net Assets966.05M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JTUCX vs NAESX Comparison Chart in %
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JTUCX 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 JTUCX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JTUCX (966M). NAESX pays higher dividends than JTUCX: NAESX (1.21) vs JTUCX (0.00). JTUCX was incepted earlier than NAESX: JTUCX (18 years) vs NAESX (65 years). JTUCX (1.76) is less costly to investors than NAESX (0.17). JTUCX is a more actively managed with annual turnover of: 104.00 vs. NAESX (13.00). JTUCX has a lower initial minimum investment than NAESX: JTUCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : -0.86 vs. JTUCX (-8.17). NAESX return over 5 years is better than : 40.97 vs. JTUCX (-7.97).
| JTUCX | NAESX | JTUCX / NAESX | |
| Total Expense Ratio | 1.69 | 0.17 | 994% |
| Annual Report Gross Expense Ratio | 1.76 | 0.17 | 1,035% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 8.701 | 7.092 | 123% |
| Front Load | N/A | 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 | 0.00 | 1.21 | - |
| Returns for 1 year | -8.17 | -0.86 | 949% |
| Returns for 3 years | 12.05 | 32.07 | 38% |
| Returns for 5 years | -7.97 | 40.97 | -19% |
| Returns for 10 years | 5.75 | 131.34 | 4% |
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