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IJSTX vs NAESX
IJSTX vs NAESX Comparison
Open Charts IJSTX vs NAESX
VY® JPMorgan Small Cap Core Equity S2
Price$14.51
Change+$0.22 (+1.54%)
VolumeN/A
Net Assets311.26M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
IJSTX vs NAESX Comparison Chart
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IJSTX vs. NAESX commentary
Apr 03, 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 StrongBuy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. IJSTX (311M). 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 : -0.01 vs. IJSTX (-3.77). NAESX return over 5 years is better than : 112.27 vs. IJSTX (45.10).
| 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 | -8.632 | -7.319 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 311M | 153B | 0% |
| Annual Yield % from dividends | 0.07 | 1.39 | 5% |
| Returns for 1 year | -3.77 | -0.01 | 32,141% |
| Returns for 3 years | -25.41 | 4.92 | -517% |
| Returns for 5 years | 45.10 | 112.27 | 40% |
| Returns for 10 years | -32.07 | 88.79 | -36% |
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