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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$19.05
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets956.56M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JUSSX (957M). NAESX pays higher dividends than JUSSX: NAESX (1.20) vs JUSSX (0.42). 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 : 13.62 vs. JUSSX (2.08). NAESX return over 5 years is better than : 66.60 vs. JUSSX (16.27).
| 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 | 5.775 | 6.494 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 957M | 161B | 1% |
| Annual Yield % from dividends | 0.42 | 1.20 | 35% |
| Returns for 1 year | 2.08 | 13.62 | 15% |
| Returns for 3 years | 21.30 | 39.23 | 54% |
| Returns for 5 years | 16.27 | 66.60 | 24% |
| Returns for 10 years | 23.61 | 132.36 | 18% |
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