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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$15.85
Change-$0.30 (-1.86%)
VolumeN/A
Net Assets884.86M
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JUSPX vs NAESX Comparison Chart
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JUSPX vs. NAESX commentary
Jun 16, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSPX (885M). NAESX pays higher dividends than JUSPX: NAESX (1.35) vs JUSPX (0.11). 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 : 5.19 vs. JUSPX (-8.86). NAESX return over 5 years is better than : 63.19 vs. JUSPX (11.11).
| 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 | -6.984 | -4.390 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 885M | 148B | 1% |
| Annual Yield % from dividends | 0.11 | 1.35 | 8% |
| Returns for 1 year | -8.86 | 5.19 | -171% |
| Returns for 3 years | 9.18 | 31.28 | 29% |
| Returns for 5 years | 11.11 | 63.19 | 18% |
| Returns for 10 years | N/A | 92.88 | - |
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