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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$14.55
Change+$0.27 (+1.89%)
VolumeN/A
Net Assets292.54M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
IJSIX vs NAESX Comparison Chart
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IJSIX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. IJSIX (293M). NAESX pays higher dividends than IJSIX: NAESX (1.39) vs IJSIX (0.56). 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: 46.00 vs. NAESX (12.00). 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 : -2.36 vs. IJSIX (-5.75). NAESX return over 5 years is better than : 71.57 vs. IJSIX (22.74).
| 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 | -13.402 | -12.247 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 143B | 0% |
| Annual Yield % from dividends | 0.56 | 1.39 | 40% |
| Returns for 1 year | -5.75 | -2.36 | 243% |
| Returns for 3 years | -23.98 | 4.67 | -514% |
| Returns for 5 years | 22.74 | 71.57 | 32% |
| Returns for 10 years | -30.73 | 78.60 | -39% |
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