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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
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.
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).
| 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 | 0.278 | 1.432 | 19% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.54 | 1.28 | 43% |
| Returns for 1 year | -0.53 | 12.22 | -4% |
| Returns for 3 years | 18.58 | 37.83 | 49% |
| Returns for 5 years | 22.58 | 69.32 | 33% |
| Returns for 10 years | 9.48 | 108.83 | 9% |
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