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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$18.04
Change+$0.16 (+0.89%)
VolumeN/A
Net Assets946.55M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Jul 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSSX (947M). NAESX pays higher dividends than JUSSX: NAESX (1.28) vs JUSSX (0.45). 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: 61.00 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 : 12.22 vs. JUSSX (-0.63). NAESX return over 5 years is better than : 69.32 vs. JUSSX (22.04).
| 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 | 0.167 | 1.432 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 947M | 148B | 1% |
| Annual Yield % from dividends | 0.45 | 1.28 | 35% |
| Returns for 1 year | -0.63 | 12.22 | -5% |
| Returns for 3 years | 18.38 | 37.83 | 49% |
| Returns for 5 years | 22.04 | 69.32 | 32% |
| Returns for 10 years | 8.61 | 108.83 | 8% |
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