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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$17.25
Change-$0.04 (-0.23%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
JCCIX vs NAESX Comparison Chart
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JCCIX vs. NAESX commentary
Dec 24, 2024
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 JCCIX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. JCCIX (2.1B). NAESX pays higher dividends than JCCIX: NAESX (1.31) vs JCCIX (0.13). JCCIX was incepted earlier than NAESX: JCCIX (11 years) vs NAESX (64 years). JCCIX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than JCCIX: NAESX (3000) vs JCCIX (250000). NAESX annual gain was more profitable for investors over the last year : 14.50 vs. JCCIX (10.68). NAESX return over 5 years is better than : 47.90 vs. JCCIX (39.31).
| JCCIX | NAESX | JCCIX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 11 years | 64 years | - |
| Gain YTD | 10.111 | 14.022 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 167B | 1% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 10.68 | 14.50 | 74% |
| Returns for 3 years | 5.04 | 10.57 | 48% |
| Returns for 5 years | 39.31 | 47.90 | 82% |
| Returns for 10 years | 77.85 | 115.27 | 68% |
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