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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$14.00
Change+$0.06 (+0.43%)
VolumeN/A
Net Assets310.63M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
IJSTX vs NAESX Comparison Chart in %
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IJSTX vs. NAESX commentary
Sep 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 IJSTX is a Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. IJSTX (311M). NAESX pays higher dividends than IJSTX: NAESX (1.20) 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 : 13.62 vs. IJSTX (-7.36). NAESX return over 5 years is better than : 66.60 vs. IJSTX (-3.15).
| 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 | -10.441 | 6.494 | -161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 161B | 0% |
| Annual Yield % from dividends | 0.05 | 1.20 | 4% |
| Returns for 1 year | -7.36 | 13.62 | -54% |
| Returns for 3 years | 4.76 | 39.23 | 12% |
| Returns for 5 years | -3.15 | 66.60 | -5% |
| Returns for 10 years | -19.10 | 132.36 | -14% |
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