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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$17.04
Change+$0.15 (+0.89%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JUSPX vs NAESX Comparison Chart in %
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JUSPX 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 JUSPX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSPX (947M). NAESX pays higher dividends than JUSPX: NAESX (1.28) vs JUSPX (0.10). 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: 61.00 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 : 12.22 vs. JUSPX (-1.46). NAESX return over 5 years is better than : 69.32 vs. JUSPX (17.81).
| 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 | 0.000 | 1.432 | - |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.10 | 1.28 | 8% |
| Returns for 1 year | -1.46 | 12.22 | -12% |
| Returns for 3 years | 16.58 | 37.83 | 44% |
| Returns for 5 years | 17.81 | 69.32 | 26% |
| Returns for 10 years | N/A | 108.83 | - |
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