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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.45
Change-$0.14 (-1.11%)
VolumeN/A
Net Assets308.41M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
IJSAX vs NAESX Comparison Chart in %
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IJSAX vs. NAESX commentary
Oct 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 IJSAX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSAX (308M). NAESX pays higher dividends than IJSAX: NAESX (1.23) vs IJSAX (0.03). IJSAX was incepted earlier than NAESX: IJSAX (21 years) vs NAESX (65 years). IJSAX (1.48) is less costly to investors than NAESX (0.17). IJSAX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSAX has a lower initial minimum investment than NAESX: IJSAX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. IJSAX (-11.25). NAESX return over 5 years is better than : 58.94 vs. IJSAX (-13.04).
| IJSAX | NAESX | IJSAX / NAESX | |
| Total Expense Ratio | 1.48 | 0.17 | 871% |
| Annual Report Gross Expense Ratio | 1.48 | 0.17 | 871% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -11.990 | 7.684 | -156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 162B | 0% |
| Annual Yield % from dividends | 0.03 | 1.23 | 3% |
| Returns for 1 year | -11.25 | 10.42 | -108% |
| Returns for 3 years | 7.42 | 48.54 | 15% |
| Returns for 5 years | -13.04 | 58.94 | -22% |
| Returns for 10 years | -26.23 | 133.72 | -20% |
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