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IJSIX vs NAESX
IJSIX vs NAESX Comparison
Open Charts IJSIX vs NAESX
VY® JPMorgan Small Cap Core Equity I
Price$15.22
Change-$0.44 (-2.81%)
VolumeN/A
Net Assets317.57M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
IJSIX vs NAESX Comparison Chart
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IJSIX vs. NAESX commentary
May 22, 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: 140B vs. IJSIX (318M). NAESX pays higher dividends than IJSIX: NAESX (1.43) vs IJSIX (0.57). 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 : 3.90 vs. IJSIX (-0.43). NAESX return over 5 years is better than : 72.06 vs. IJSIX (20.95).
| 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 | -5.033 | -2.877 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 318M | 140B | 0% |
| Annual Yield % from dividends | 0.57 | 1.43 | 40% |
| Returns for 1 year | -0.43 | 3.90 | -11% |
| Returns for 3 years | -8.68 | 27.11 | -32% |
| Returns for 5 years | 20.95 | 72.06 | 29% |
| Returns for 10 years | -24.35 | 96.13 | -25% |
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