Ad is loading...
IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.61
Change+$0.24 (+1.94%)
VolumeN/A
Net Assets292.54M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
IJSAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJSAX vs. NAESX commentary
Apr 25, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. IJSAX (293M). NAESX pays higher dividends than IJSAX: NAESX (1.39) 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: 46.00 vs. NAESX (12.00). 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 : -2.36 vs. IJSAX (-6.31). NAESX return over 5 years is better than : 71.57 vs. IJSAX (14.49).
| 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 | -13.557 | -12.247 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 143B | 0% |
| Annual Yield % from dividends | 0.05 | 1.39 | 4% |
| Returns for 1 year | -6.31 | -2.36 | 267% |
| Returns for 3 years | -27.88 | 4.67 | -597% |
| Returns for 5 years | 14.49 | 71.57 | 20% |
| Returns for 10 years | -39.80 | 78.60 | -51% |
View a ticker or compare two or three
VS
VS
Ad is loading...