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IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$15.26
Change+$0.17 (+1.13%)
VolumeN/A
Net Assets314.2M
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
IJSSX vs NAESX Comparison Chart
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IJSSX vs. NAESX commentary
Jun 07, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. IJSSX (314M). NAESX pays higher dividends than IJSSX: NAESX (1.35) vs IJSSX (0.30). 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 : 5.13 vs. IJSSX (1.03). NAESX return over 5 years is better than : 52.20 vs. IJSSX (4.11).
| 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 | -5.687 | -4.086 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 314M | 148B | 0% |
| Annual Yield % from dividends | 0.30 | 1.35 | 22% |
| Returns for 1 year | 1.03 | 5.13 | 20% |
| Returns for 3 years | -16.79 | 16.63 | -101% |
| Returns for 5 years | 4.11 | 52.20 | 8% |
| Returns for 10 years | -27.31 | 96.08 | -28% |