JUSMX
Price
$18.06
Change
+$0.17 (+0.95%)
Updated
Jul 3 closing price
Net Assets
946.55M
NAESX
Price
$116.62
Change
+$0.82 (+0.71%)
Updated
Jul 3 closing price
Net Assets
147.56B
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JUSMX vs NAESX

Header iconJUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESXBanner chart's image
JPMorgan US Small Company R6
Price$18.06
Change+$0.17 (+0.95%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Jul 07, 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 JUSMX is a Buy and NAESX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSMX (947M). NAESX pays higher dividends than JUSMX: NAESX (1.28) vs JUSMX (0.54). JUSMX was incepted earlier than NAESX: JUSMX (14 years) vs NAESX (65 years). JUSMX (0.72) is less costly to investors than NAESX (0.17). JUSMX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JUSMX: NAESX (3000) vs JUSMX (15000000). NAESX annual gain was more profitable for investors over the last year : 12.22 vs. JUSMX (-0.53). NAESX return over 5 years is better than : 69.32 vs. JUSMX (22.58).
JUSMXNAESXJUSMX / NAESX
Total Expense Ratio0.720.17424%
Annual Report Gross Expense Ratio0.720.17424%
Fund Existence14 years65 years-
Gain YTD0.2781.43219%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets947M148B1%
Annual Yield % from dividends0.541.2843%
Returns for 1 year-0.5312.22-4%
Returns for 3 years18.5837.8349%
Returns for 5 years22.5869.3233%
Returns for 10 years9.48108.839%
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