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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$18.53
Change+$0.03 (+0.16%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
JUSPX vs NAESX Comparison Chart in %
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JUSPX vs. NAESX commentary
Feb 04, 2026
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 JUSPX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JUSPX (992M). NAESX pays higher dividends than JUSPX: NAESX (1.16) vs JUSPX (0.02). JUSPX was incepted earlier than NAESX: JUSPX (9 years) vs NAESX (65 years). JUSPX (1.22) is less costly to investors than NAESX (0.17). JUSPX is a more actively managed with annual turnover of: 104.00 vs. NAESX (13.00). JUSPX has a lower initial minimum investment than NAESX: JUSPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.68 vs. JUSPX (7.45). NAESX return over 5 years is better than : 31.77 vs. JUSPX (-15.12).
| JUSPX | NAESX | JUSPX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 6.924 | 5.519 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.02 | 1.16 | 2% |
| Returns for 1 year | 7.45 | 10.68 | 70% |
| Returns for 3 years | 14.39 | 33.00 | 44% |
| Returns for 5 years | -15.12 | 31.77 | -48% |
| Returns for 10 years | N/A | 185.98 | - |
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