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IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$13.69
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets260.46M
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
IJSSX vs NAESX Comparison Chart in %
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IJSSX vs. NAESX commentary
Jul 18, 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 IJSSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IJSSX (260M). NAESX pays higher dividends than IJSSX: NAESX (1.28) vs IJSSX (0.29). IJSSX was incepted earlier than NAESX: IJSSX (23 years) vs NAESX (65 years). IJSSX (1.13) is less costly to investors than NAESX (0.17). IJSSX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSSX has a lower initial minimum investment than NAESX: IJSSX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 4.35 vs. IJSSX (-16.22). NAESX return over 5 years is better than : 63.03 vs. IJSSX (-2.59).
| IJSSX | NAESX | IJSSX / NAESX | |
| Total Expense Ratio | 1.13 | 0.17 | 665% |
| Annual Report Gross Expense Ratio | 1.13 | 0.17 | 665% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -14.907 | 0.302 | -4,940% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 260M | 153B | 0% |
| Annual Yield % from dividends | 0.29 | 1.28 | 23% |
| Returns for 1 year | -16.22 | 4.35 | -372% |
| Returns for 3 years | 2.03 | 35.91 | 6% |
| Returns for 5 years | -2.59 | 63.03 | -4% |
| Returns for 10 years | -26.75 | 104.94 | -25% |
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