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IJSAX vs NAESX
IJSAX vs NAESX Comparison
Open Charts IJSAX vs NAESX
VY® JPMorgan Small Cap Core Equity A
Price$12.39
Change-$0.88 (-6.63%)
VolumeN/A
Net Assets315.75M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
IJSAX vs NAESX Comparison Chart
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IJSAX vs. NAESX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IJSAX (316M). 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 : 1.18 vs. IJSAX (-2.88). NAESX return over 5 years is better than : 115.68 vs. IJSAX (42.30).
| 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 | -7.268 | -5.833 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 316M | 153B | 0% |
| Annual Yield % from dividends | 0.05 | 1.39 | 4% |
| Returns for 1 year | -2.88 | 1.18 | -245% |
| Returns for 3 years | -26.24 | 6.44 | -407% |
| Returns for 5 years | 42.30 | 115.68 | 37% |
| Returns for 10 years | -35.97 | 90.61 | -40% |
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