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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$17.31
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets922.42M
Vanguard Small Cap Index I
Price$118.15
Change+$0.31 (+0.26%)
VolumeN/A
Net Assets154.18B
JUSPX vs NAESX Comparison Chart in %
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JUSPX vs. NAESX commentary
Aug 19, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JUSPX (922M). NAESX pays higher dividends than JUSPX: NAESX (1.25) 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 : 9.28 vs. JUSPX (-2.70). NAESX return over 5 years is better than : 58.80 vs. JUSPX (6.18).
| 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 | 1.584 | 2.763 | 57% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 154B | 1% |
| Annual Yield % from dividends | 0.10 | 1.25 | 8% |
| Returns for 1 year | -2.70 | 9.28 | -29% |
| Returns for 3 years | 5.54 | 24.25 | 23% |
| Returns for 5 years | 6.18 | 58.80 | 11% |
| Returns for 10 years | N/A | 124.92 | - |
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