IJSIX
Price
$14.81
Change
+$0.24 (+1.65%)
Updated
Oct 20 closing price
Net Assets
300.91M
NAESX
Price
$122.98
Change
+$1.67 (+1.38%)
Updated
Oct 20 closing price
Net Assets
162.36B
Interact to see
Advertisement

IJSIX vs NAESX

Header iconIJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESXBanner chart's image
VY® JPMorgan Small Cap Core Equity I
Price$14.81
Change+$0.24 (+1.65%)
VolumeN/A
Net Assets300.91M
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
IJSIX vs NAESX Comparison Chart in %
View a ticker or compare two or three
VS
IJSIX vs. NAESX commentary
Oct 21, 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 IJSIX is a Buy and NAESX is a StrongBuy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSIX (301M). NAESX pays higher dividends than IJSIX: NAESX (1.23) vs IJSIX (0.60). IJSIX was incepted earlier than NAESX: IJSIX (21 years) vs NAESX (65 years). IJSIX (0.88) is less costly to investors than NAESX (0.17). IJSIX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSIX has a lower initial minimum investment than NAESX: IJSIX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.75 vs. IJSIX (-13.21). NAESX return over 5 years is better than : 57.74 vs. IJSIX (-5.52).
IJSIXNAESXIJSIX / NAESX
Total Expense Ratio0.880.17518%
Annual Report Gross Expense Ratio0.880.17518%
Fund Existence21 years65 years-
Gain YTD-11.1065.577-199%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets301M162B0%
Annual Yield % from dividends0.601.2349%
Returns for 1 year-13.214.75-278%
Returns for 3 years8.5743.6920%
Returns for 5 years-5.5257.74-10%
Returns for 10 years-15.13129.99-12%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
CBFAX41.410.25
+0.61%
American Funds Global Balanced 529A
CFLGX24.86N/A
N/A
ClearBridge Tactical Dividend Income A
VEVFX44.41N/A
N/A
Vanguard Explorer Value Inv
CSMUX25.91N/A
N/A
Carillon Scout Mid Cap R-6
AMAEX9.77N/A
N/A
American Century Small Cap Dividend Inv