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JUSQX vs NAESX
JUSQX vs NAESX Comparison
Open Charts JUSQX vs NAESX
JPMorgan US Small Company R4
Price$18.86
Change+$0.08 (+0.43%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSQX vs NAESX Comparison Chart in %
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JUSQX vs. NAESX commentary
Sep 08, 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 JUSQX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JUSQX (957M). NAESX pays higher dividends than JUSQX: NAESX (1.20) vs JUSQX (0.30). JUSQX was incepted earlier than NAESX: JUSQX (9 years) vs NAESX (65 years). JUSQX (0.97) is less costly to investors than NAESX (0.17). JUSQX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JUSQX has a lower initial minimum investment than NAESX: JUSQX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 13.62 vs. JUSQX (1.85). NAESX return over 5 years is better than : 66.60 vs. JUSQX (15.17).
| JUSQX | NAESX | JUSQX / NAESX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 5.658 | 6.494 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 161B | 1% |
| Annual Yield % from dividends | 0.30 | 1.20 | 25% |
| Returns for 1 year | 1.85 | 13.62 | 14% |
| Returns for 3 years | 20.75 | 39.23 | 53% |
| Returns for 5 years | 15.17 | 66.60 | 23% |
| Returns for 10 years | N/A | 132.36 | - |
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