Interact to see
Advertisement
Advertisement
IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.04
Change+$0.11 (+0.92%)
VolumeN/A
Net Assets260.46M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
IJSAX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJSAX vs. NAESX commentary
Jul 17, 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: 153B vs. IJSAX (260M). NAESX pays higher dividends than IJSAX: NAESX (1.28) vs IJSAX (0.05). 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 : 2.40 vs. IJSAX (-18.04). NAESX return over 5 years is better than : 61.97 vs. IJSAX (-8.86).
| 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 | -16.604 | -0.351 | 4,736% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 153B | 0% |
| Annual Yield % from dividends | 0.05 | 1.28 | 4% |
| Returns for 1 year | -18.04 | 2.40 | -751% |
| Returns for 3 years | -1.57 | 34.84 | -5% |
| Returns for 5 years | -8.86 | 61.97 | -14% |
| Returns for 10 years | -34.58 | 103.02 | -34% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement