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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$16.37
Change-$0.26 (-1.56%)
VolumeN/A
Net Assets2.1B
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
JCCIX vs NAESX Comparison Chart in %
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JCCIX vs. NAESX commentary
Oct 08, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JCCIX (2.1B). NAESX pays higher dividends than JCCIX: NAESX (1.23) vs JCCIX (0.09). JCCIX was incepted earlier than NAESX: JCCIX (12 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 : 10.42 vs. JCCIX (-0.75). NAESX return over 5 years is better than : 58.94 vs. JCCIX (27.43).
| JCCIX | NAESX | JCCIX / NAESX | |
| Total Expense Ratio | 0.98 | 0.17 | 576% |
| Annual Report Gross Expense Ratio | 0.99 | 0.17 | 582% |
| Fund Existence | 12 years | 65 years | - |
| Gain YTD | -3.201 | 7.684 | -42% |
| 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 | 162B | 1% |
| Annual Yield % from dividends | 0.09 | 1.23 | 8% |
| Returns for 1 year | -0.75 | 10.42 | -7% |
| Returns for 3 years | 25.90 | 48.54 | 53% |
| Returns for 5 years | 27.43 | 58.94 | 47% |
| Returns for 10 years | 73.04 | 133.72 | 55% |
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