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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$13.79
Change+$0.26 (+1.92%)
VolumeN/A
Net Assets292.54M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
IJSTX vs NAESX Comparison Chart
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IJSTX vs. NAESX commentary
Apr 25, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. IJSTX (293M). NAESX pays higher dividends than IJSTX: NAESX (1.39) vs IJSTX (0.07). 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: 46.00 vs. NAESX (12.00). 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 : -2.36 vs. IJSTX (-6.11). NAESX return over 5 years is better than : 71.57 vs. IJSTX (18.52).
| 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 | -13.491 | -12.247 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 293M | 143B | 0% |
| Annual Yield % from dividends | 0.07 | 1.39 | 5% |
| Returns for 1 year | -6.11 | -2.36 | 259% |
| Returns for 3 years | -25.81 | 4.67 | -553% |
| Returns for 5 years | 18.52 | 71.57 | 26% |
| Returns for 10 years | -35.38 | 78.60 | -45% |
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