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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$19.45
Change-$0.11 (-0.56%)
VolumeN/A
Net Assets967.56M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Oct 19, 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: 162B vs. JUSSX (968M). NAESX pays higher dividends than JUSSX: NAESX (1.23) vs JUSSX (0.41). 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 : 4.92 vs. JUSSX (-2.04). NAESX return over 5 years is better than : 55.28 vs. JUSSX (10.79).
| 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 | 7.996 | 5.577 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 968M | 162B | 1% |
| Annual Yield % from dividends | 0.41 | 1.23 | 33% |
| Returns for 1 year | -2.04 | 4.92 | -42% |
| Returns for 3 years | 24.48 | 41.91 | 58% |
| Returns for 5 years | 10.79 | 55.28 | 20% |
| Returns for 10 years | 24.26 | 130.16 | 19% |
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