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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$16.60
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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IJSIX vs NAESX Comparison Chart
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IJSIX vs. NAESX commentary
Sep 21, 2024
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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. IJSIX (450M). NAESX pays higher dividends than IJSIX: NAESX (1.31) vs IJSIX (0.31). IJSIX was incepted earlier than NAESX: IJSIX (20 years) vs NAESX (64 years). IJSIX has a lower initial minimum investment than NAESX: IJSIX (0) vs NAESX (3000). IJSIX (26.77) and NAESX (25.47) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. IJSIX (-4.34).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 64 years | - |
| Gain YTD | 12.922 | 10.861 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 450M | 149B | 0% |
| Annual Yield % from dividends | 0.31 | 1.31 | 24% |
| Returns for 1 year | 26.77 | 25.47 | 105% |
| Returns for 3 years | -15.63 | 8.84 | -177% |
| Returns for 5 years | -4.34 | 53.25 | -8% |
| Returns for 10 years | -7.26 | 120.79 | -6% |