Interact to see
Advertisement
Advertisement
JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$16.79
Change-$0.32 (-1.87%)
VolumeN/A
Net Assets884.86M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JUSMX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSMX 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 JUSMX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSMX (885M). NAESX pays higher dividends than JUSMX: NAESX (1.35) vs JUSMX (0.57). 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 : 5.19 vs. JUSMX (-8.03). NAESX return over 5 years is better than : 63.19 vs. JUSMX (15.50).
| JUSMX | NAESX | JUSMX / NAESX | |
| Total Expense Ratio | 0.72 | 0.17 | 424% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -6.774 | -4.390 | 154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 148B | 1% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | -8.03 | 5.19 | -155% |
| Returns for 3 years | 11.03 | 31.28 | 35% |
| Returns for 5 years | 15.50 | 63.19 | 25% |
| Returns for 10 years | 0.03 | 92.88 | 0% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement