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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$13.63
Change+$0.10 (+0.74%)
VolumeN/A
Net Assets308.44M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
IJSTX vs NAESX Comparison Chart in %
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IJSTX vs. NAESX commentary
Jul 27, 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: 153B vs. IJSTX (308M). NAESX pays higher dividends than IJSTX: NAESX (1.28) 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: 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 : 8.46 vs. IJSTX (-12.13). NAESX return over 5 years is better than : 66.66 vs. IJSTX (-1.99).
| 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 | -12.808 | 2.781 | -461% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 308M | 153B | 0% |
| Annual Yield % from dividends | 0.07 | 1.28 | 5% |
| Returns for 1 year | -12.13 | 8.46 | -143% |
| Returns for 3 years | 0.41 | 34.15 | 1% |
| Returns for 5 years | -1.99 | 66.66 | -3% |
| Returns for 10 years | -24.84 | 114.71 | -22% |