Interact to see
Advertisement
Advertisement
IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$14.01
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets284.73M
Vanguard Small Cap Index I
Price$117.69
Change+$0.02 (+0.02%)
VolumeN/A
Net Assets161.58B
IJSIX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJSIX vs. NAESX commentary
Nov 20, 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: 162B vs. IJSIX (285M). NAESX pays higher dividends than IJSIX: NAESX (1.22) vs IJSIX (0.60). IJSIX was incepted earlier than NAESX: IJSIX (22 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 : -0.86 vs. IJSIX (-17.77). NAESX return over 5 years is better than : 39.31 vs. IJSIX (-17.80).
| IJSIX | NAESX | IJSIX / NAESX | |
| Total Expense Ratio | 0.88 | 0.17 | 518% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 22 years | 65 years | - |
| Gain YTD | -14.583 | 2.409 | -605% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 285M | 162B | 0% |
| Annual Yield % from dividends | 0.60 | 1.22 | 49% |
| Returns for 1 year | -17.77 | -0.86 | 2,077% |
| Returns for 3 years | -3.08 | 29.99 | -10% |
| Returns for 5 years | -17.80 | 39.31 | -45% |
| Returns for 10 years | -18.99 | 122.07 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement