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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$18.15
Change+$0.08 (+0.44%)
VolumeN/A
Net Assets941.39M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Jul 28, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSMX (941M). 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 : 8.46 vs. JUSMX (-6.92). NAESX return over 5 years is better than : 66.66 vs. JUSMX (18.85).
| 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 | 0.777 | 2.781 | 28% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 941M | 153B | 1% |
| Annual Yield % from dividends | 0.54 | 1.28 | 43% |
| Returns for 1 year | -6.92 | 8.46 | -82% |
| Returns for 3 years | 14.35 | 34.15 | 42% |
| Returns for 5 years | 18.85 | 66.66 | 28% |
| Returns for 10 years | 12.17 | 114.71 | 11% |
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