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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$14.30
Change-$0.09 (-0.63%)
VolumeN/A
Net Assets305.55M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
IJSIX vs NAESX Comparison Chart in %
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IJSIX vs. NAESX commentary
Aug 17, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. IJSIX (306M). NAESX pays higher dividends than IJSIX: NAESX (1.25) vs IJSIX (0.62). 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 : 9.55 vs. IJSIX (-9.17). NAESX return over 5 years is better than : 58.12 vs. IJSIX (-4.25).
| 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 | -12.204 | 2.876 | -424% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 306M | 154B | 0% |
| Annual Yield % from dividends | 0.62 | 1.25 | 49% |
| Returns for 1 year | -9.17 | 9.55 | -96% |
| Returns for 3 years | -6.56 | 20.84 | -31% |
| Returns for 5 years | -4.25 | 58.12 | -7% |
| Returns for 10 years | -19.82 | 113.38 | -17% |
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