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JCCIX vs NAESX
JCCIX vs NAESX Comparison
Open Charts JCCIX vs NAESX
JHancock Small Cap Core I
Price$16.39
Change-$0.21 (-1.27%)
VolumeN/A
Net Assets2.29B
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
JCCIX vs NAESX Comparison Chart in %
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JCCIX vs. NAESX commentary
Jul 13, 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: 153B vs. JCCIX (2.29B). NAESX pays higher dividends than JCCIX: NAESX (1.28) vs JCCIX (0.10). 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 : 8.75 vs. JCCIX (1.08). NAESX return over 5 years is better than : 68.85 vs. JCCIX (42.33).
| 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 | -4.598 | 1.006 | -457% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 250000 | 3000 | 8,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.29B | 153B | 1% |
| Annual Yield % from dividends | 0.10 | 1.28 | 7% |
| Returns for 1 year | 1.08 | 8.75 | 12% |
| Returns for 3 years | 21.24 | 37.57 | 57% |
| Returns for 5 years | 42.33 | 68.85 | 61% |
| Returns for 10 years | 57.03 | 104.46 | 55% |
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