Interact to see
Advertisement
Advertisement
IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$13.53
Change-$0.08 (-0.59%)
VolumeN/A
Net Assets299.69M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
IJSSX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJSSX vs. NAESX commentary
Aug 08, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. IJSSX (300M). NAESX pays higher dividends than IJSSX: NAESX (1.25) vs IJSSX (0.34). 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 : 12.34 vs. IJSSX (-7.55). NAESX return over 5 years is better than : 54.62 vs. IJSSX (-7.75).
| 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 | -14.656 | 0.337 | -4,355% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 300M | 154B | 0% |
| Annual Yield % from dividends | 0.34 | 1.25 | 27% |
| Returns for 1 year | -7.55 | 12.34 | -61% |
| Returns for 3 years | -6.72 | 22.72 | -30% |
| Returns for 5 years | -7.75 | 54.62 | -14% |
| Returns for 10 years | -25.32 | 107.61 | -24% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement