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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$13.51
Change-$0.09 (-0.66%)
VolumeN/A
Net Assets303.42M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
IJSTX vs NAESX Comparison Chart in %
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IJSTX vs. NAESX commentary
Aug 17, 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 IJSTX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. IJSTX (303M). NAESX pays higher dividends than IJSTX: NAESX (1.25) vs IJSTX (0.05). IJSTX was incepted earlier than NAESX: IJSTX (23 years) vs NAESX (65 years). IJSTX (1.28) is less costly to investors than NAESX (0.17). IJSTX is a more actively managed with annual turnover of: 55.00 vs. NAESX (13.00). IJSTX has a lower initial minimum investment than NAESX: IJSTX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. IJSTX (-10.78). NAESX return over 5 years is better than : 57.53 vs. IJSTX (-8.75).
| IJSTX | NAESX | IJSTX / NAESX | |
| Total Expense Ratio | 1.28 | 0.17 | 753% |
| Annual Report Gross Expense Ratio | 1.28 | 0.17 | 753% |
| Fund Existence | 23 years | 65 years | - |
| Gain YTD | -13.575 | 2.494 | -544% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 303M | 154B | 0% |
| Annual Yield % from dividends | 0.05 | 1.25 | 4% |
| Returns for 1 year | -10.78 | 9.15 | -118% |
| Returns for 3 years | -9.22 | 20.39 | -45% |
| Returns for 5 years | -8.75 | 57.53 | -15% |
| Returns for 10 years | -26.02 | 112.59 | -23% |
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