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$13.62
Change+$0.14 (+1.04%)
VolumeN/A
Net Assets314.2M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
IJSAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
IJSAX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IJSAX (314M). NAESX pays higher dividends than IJSAX: NAESX (1.35) 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 : 5.13 vs. IJSAX (0.72). NAESX return over 5 years is better than : 52.20 vs. IJSAX (-0.84).
| 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 | -5.800 | -4.086 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 148B | 0% |
| Annual Yield % from dividends | 0.05 | 1.35 | 4% |
| Returns for 1 year | 0.72 | 5.13 | 14% |
| Returns for 3 years | -19.82 | 16.63 | -119% |
| Returns for 5 years | -0.84 | 52.20 | -2% |
| Returns for 10 years | -34.17 | 96.08 | -36% |