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JUSQX vs NAESX
JUSQX vs NAESX Comparison
Open Charts JUSQX vs NAESX
JPMorgan US Small Company R4
Price$19.49
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
JUSQX vs NAESX Comparison Chart in %
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JUSQX 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 JUSQX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JUSQX (992M). NAESX pays higher dividends than JUSQX: NAESX (1.16) vs JUSQX (0.21). 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: 104.00 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 : 10.68 vs. JUSQX (8.18). NAESX return over 5 years is better than : 31.77 vs. JUSQX (-12.67).
| 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 | 6.970 | 5.519 | 126% |
| 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 | 0.21 | 1.16 | 18% |
| Returns for 1 year | 8.18 | 10.68 | 77% |
| Returns for 3 years | 16.14 | 33.00 | 49% |
| Returns for 5 years | -12.67 | 31.77 | -40% |
| Returns for 10 years | N/A | 185.98 | - |
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