Interact to see
Advertisement
Advertisement
JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$16.52
Change-$0.10 (-0.60%)
VolumeN/A
Net Assets961.51M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JTUCX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JTUCX vs. NAESX commentary
Oct 19, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JTUCX (962M). NAESX pays higher dividends than JTUCX: NAESX (1.23) 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 : 4.92 vs. JTUCX (-4.07). NAESX return over 5 years is better than : 55.28 vs. JTUCX (1.23).
| 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 | 7.273 | 5.577 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 962M | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -4.07 | 4.92 | -83% |
| Returns for 3 years | 19.62 | 41.91 | 47% |
| Returns for 5 years | 1.23 | 55.28 | 2% |
| Returns for 10 years | 7.41 | 130.16 | 6% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement