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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$16.27
Change-$0.47 (-2.81%)
VolumeN/A
Net Assets340.89M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
IJSIX vs NAESX Comparison Chart
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IJSIX vs. NAESX commentary
Feb 23, 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: 161B vs. IJSIX (341M). NAESX pays higher dividends than IJSIX: NAESX (1.31) vs IJSIX (0.31). IJSIX was incepted earlier than NAESX: IJSIX (21 years) vs NAESX (64 years). 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 : 11.22 vs. IJSIX (7.39). NAESX return over 5 years is better than : 44.30 vs. IJSIX (0.33).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 21 years | 64 years | - |
| Gain YTD | -1.334 | -0.321 | 415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 341M | 161B | 0% |
| Annual Yield % from dividends | 0.31 | 1.31 | 24% |
| Returns for 1 year | 7.39 | 11.22 | 66% |
| Returns for 3 years | -14.25 | 18.76 | -76% |
| Returns for 5 years | 0.33 | 44.30 | 1% |
| Returns for 10 years | -20.08 | 105.17 | -19% |
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