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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$19.38
Change+$0.18 (+0.94%)
VolumeN/A
Net Assets959.2M
Vanguard Small Cap Index I
Price$122.10
Change+$1.17 (+0.97%)
VolumeN/A
Net Assets161.26B
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Sep 27, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JUSMX (959M). NAESX pays higher dividends than JUSMX: NAESX (1.20) vs JUSMX (0.51). 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 : 8.00 vs. JUSMX (0.57). NAESX return over 5 years is better than : 71.48 vs. JUSMX (25.14).
| 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 | 7.607 | 6.199 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 959M | 161B | 1% |
| Annual Yield % from dividends | 0.51 | 1.20 | 42% |
| Returns for 1 year | 0.57 | 8.00 | 7% |
| Returns for 3 years | 32.76 | 50.66 | 65% |
| Returns for 5 years | 25.14 | 71.48 | 35% |
| Returns for 10 years | 34.45 | 148.14 | 23% |
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