Interact to see
Advertisement
Advertisement
IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$13.75
Change-$0.03 (-0.22%)
VolumeN/A
Net Assets300.91M
Vanguard Small Cap Index I
Price$121.31
Change-$0.03 (-0.02%)
VolumeN/A
Net Assets162.36B
IJSTX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
IJSTX vs. NAESX commentary
Oct 19, 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: 162B vs. IJSTX (301M). NAESX pays higher dividends than IJSTX: NAESX (1.23) 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 : 4.92 vs. IJSTX (-14.45). NAESX return over 5 years is better than : 55.28 vs. IJSTX (-10.50).
| 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 | -12.040 | 5.577 | -216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 301M | 162B | 0% |
| Annual Yield % from dividends | 0.05 | 1.23 | 4% |
| Returns for 1 year | -14.45 | 4.92 | -294% |
| Returns for 3 years | 5.09 | 41.91 | 12% |
| Returns for 5 years | -10.50 | 55.28 | -19% |
| Returns for 10 years | -21.17 | 130.16 | -16% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement