Ad is loading...
Ad is loading...
JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$18.41
Change+$0.31 (+1.71%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$123.43
Change+$1.88 (+1.55%)
VolumeN/A
CapitalizationN/A
JCCIX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JCCIX vs. NAESX commentary
Nov 23, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. JCCIX (2.2B). 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 : 34.50 vs. JCCIX (30.20). NAESX return over 5 years is better than : 63.38 vs. JCCIX (54.64).
| 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 | 17.411 | 21.064 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.2B | 151B | 1% |
| Annual Yield % from dividends | 0.13 | 1.31 | 10% |
| Returns for 1 year | 30.20 | 34.50 | 88% |
| Returns for 3 years | -4.61 | 12.49 | -37% |
| Returns for 5 years | 54.64 | 63.38 | 86% |
| Returns for 10 years | 85.31 | 129.56 | 66% |