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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
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 %
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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.
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).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 21 years | 65 years | - |
| Gain YTD | -11.106 | 5.577 | -199% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 162B | 0% |
| Annual Yield % from dividends | 0.60 | 1.23 | 49% |
| Returns for 1 year | -13.21 | 4.75 | -278% |
| Returns for 3 years | 8.57 | 43.69 | 20% |
| Returns for 5 years | -5.52 | 57.74 | -10% |
| Returns for 10 years | -15.13 | 129.99 | -12% |
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