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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$17.82
Change-$0.06 (-0.34%)
VolumeN/A
Net Assets2.18B
Vanguard Small Cap Index I
Price$120.64
Change-$0.17 (-0.14%)
VolumeN/A
Net Assets155.27B
JCCIX vs NAESX Comparison Chart
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JCCIX vs. NAESX commentary
Jan 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 JCCIX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. JCCIX (2.18B). 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 : 20.40 vs. JCCIX (16.04). NAESX return over 5 years is better than : 53.45 vs. JCCIX (41.97).
| 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 | 3.725 | 4.768 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.18B | 155B | 1% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 16.04 | 20.40 | 79% |
| Returns for 3 years | 14.94 | 24.38 | 61% |
| Returns for 5 years | 41.97 | 53.45 | 79% |
| Returns for 10 years | 87.73 | 124.31 | 71% |
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