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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$15.88
Change+$0.12 (+0.76%)
VolumeN/A
Net Assets2.28B
Vanguard Small Cap Index I
Price$111.61
Change+$1.26 (+1.14%)
VolumeN/A
Net Assets147.56B
JCCIX vs NAESX Comparison Chart
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JCCIX vs. NAESX commentary
Jun 07, 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: 148B vs. JCCIX (2.28B). NAESX pays higher dividends than JCCIX: NAESX (1.35) vs JCCIX (0.10). JCCIX was incepted earlier than NAESX: JCCIX (11 years) vs NAESX (65 years). JCCIX (0.99) is less costly to investors than NAESX (0.17). JCCIX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). 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 : 5.13 vs. JCCIX (-0.54). NAESX return over 5 years is better than : 52.20 vs. JCCIX (29.25).
| JCCIX | NAESX | JCCIX / NAESX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 11 years | 65 years | - |
| Gain YTD | -8.265 | -4.086 | 202% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.28B | 148B | 2% |
| Annual Yield % from dividends | 0.10 | 1.35 | 7% |
| Returns for 1 year | -0.54 | 5.13 | -11% |
| Returns for 3 years | 2.05 | 16.63 | 12% |
| Returns for 5 years | 29.25 | 52.20 | 56% |
| Returns for 10 years | 53.75 | 96.08 | 56% |
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