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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$20.03
Change+$0.34 (+1.73%)
VolumeN/A
Net Assets966.05M
Vanguard Small Cap Index I
Price$124.04
Change+$1.27 (+1.03%)
VolumeN/A
Net Assets161.58B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Dec 04, 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: 162B vs. JUSSX (966M). 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 : -0.86 vs. JUSSX (-6.27). NAESX return over 5 years is better than : 40.97 vs. JUSSX (0.71).
| 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 | 9.550 | 7.092 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 966M | 162B | 1% |
| Annual Yield % from dividends | 0.40 | 1.21 | 33% |
| Returns for 1 year | -6.27 | -0.86 | 728% |
| Returns for 3 years | 16.59 | 32.07 | 52% |
| Returns for 5 years | 0.71 | 40.97 | 2% |
| Returns for 10 years | 22.34 | 131.34 | 17% |
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