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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$18.80
Change-$0.10 (-0.53%)
VolumeN/A
Net Assets968.48M
Vanguard Small Cap Index I
Price$125.95
Change-$0.25 (-0.20%)
VolumeN/A
Net Assets163.34B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Dec 28, 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 JUSSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 163B vs. JUSSX (968M). NAESX pays higher dividends than JUSSX: NAESX (1.21) vs JUSSX (0.40). JUSSX was incepted earlier than NAESX: JUSSX (32 years) vs NAESX (65 years). JUSSX (0.82) is less costly to investors than NAESX (0.17). JUSSX is a more actively managed with annual turnover of: 104.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JUSSX: NAESX (3000) vs JUSSX (3000000). NAESX annual gain was more profitable for investors over the last year : 7.55 vs. JUSSX (2.12). NAESX return over 5 years is better than : 36.08 vs. JUSSX (-6.92).
| JUSSX | NAESX | JUSSX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 4.386 | 9.616 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 163B | 1% |
| Annual Yield % from dividends | 0.40 | 1.21 | 33% |
| Returns for 1 year | 2.12 | 7.55 | 28% |
| Returns for 3 years | 25.41 | 45.02 | 56% |
| Returns for 5 years | -6.92 | 36.08 | -19% |
| Returns for 10 years | 24.76 | 141.47 | 18% |
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