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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$19.52
Change-$0.05 (-0.26%)
VolumeN/A
Net Assets951.15M
Vanguard Small Cap Index I
Price$122.63
Change+$0.18 (+0.15%)
VolumeN/A
Net Assets161.58B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Nov 14, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JUSSX (951M). NAESX pays higher dividends than JUSSX: NAESX (1.22) 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 : 1.42 vs. JUSSX (-5.85). NAESX return over 5 years is better than : 48.22 vs. JUSSX (5.35).
| 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 | 8.384 | 6.726 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 951M | 162B | 1% |
| Annual Yield % from dividends | 0.40 | 1.22 | 33% |
| Returns for 1 year | -5.85 | 1.42 | -411% |
| Returns for 3 years | 16.30 | 33.14 | 49% |
| Returns for 5 years | 5.35 | 48.22 | 11% |
| Returns for 10 years | 25.01 | 137.58 | 18% |
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