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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$19.68
Change+$0.08 (+0.41%)
VolumeN/A
Net Assets992.37M
Vanguard Small Cap Index I
Price$130.40
Change+$7.85 (+6.41%)
VolumeN/A
Net Assets162.31B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Feb 04, 2026
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 (992M). NAESX pays higher dividends than JUSSX: NAESX (1.16) vs JUSSX (0.33). JUSSX was incepted earlier than NAESX: JUSSX (32 years) vs NAESX (65 years). JUSSX (0.81) 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 : 10.68 vs. JUSSX (8.36). NAESX return over 5 years is better than : 31.77 vs. JUSSX (-11.78).
| JUSSX | NAESX | JUSSX / NAESX | |
| Total Expense Ratio | 0.81 | 0.17 | 476% |
| Annual Report Gross Expense Ratio | 0.81 | 0.17 | 476% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | 6.957 | 5.519 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 992M | 162B | 1% |
| Annual Yield % from dividends | 0.33 | 1.16 | 29% |
| Returns for 1 year | 8.36 | 10.68 | 78% |
| Returns for 3 years | 16.81 | 33.00 | 51% |
| Returns for 5 years | -11.78 | 31.77 | -37% |
| Returns for 10 years | 52.69 | 185.98 | 28% |
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