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IJSSX vs NAESX
IJSSX vs NAESX Comparison
Open Charts IJSSX vs NAESX
VY® JPMorgan Small Cap Core Equity S
Price$14.17
Change-$0.16 (-1.12%)
VolumeN/A
Net Assets308.41M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
IJSSX vs NAESX Comparison Chart in %
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IJSSX vs. NAESX commentary
Oct 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. IJSSX (308M). NAESX pays higher dividends than IJSSX: NAESX (1.23) vs IJSSX (0.33). 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 : 10.42 vs. IJSSX (-9.29). NAESX return over 5 years is better than : 58.94 vs. IJSSX (-7.05).
| 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 | -10.141 | 7.684 | -132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 162B | 0% |
| Annual Yield % from dividends | 0.33 | 1.23 | 27% |
| Returns for 1 year | -9.29 | 10.42 | -89% |
| Returns for 3 years | 11.31 | 48.54 | 23% |
| Returns for 5 years | -7.05 | 58.94 | -12% |
| Returns for 10 years | -17.40 | 133.72 | -13% |
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