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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$33.65
Change-$0.29 (-0.85%)
VolumeN/A
Net Assets1.54B
Vanguard Small Cap Index I
Price$120.93
Change-$1.20 (-0.98%)
VolumeN/A
Net Assets161.26B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Sep 26, 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 JDSCX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JDSCX (1.54B). NAESX pays higher dividends than JDSCX: NAESX (1.20) vs JDSCX (0.87). JDSCX was incepted earlier than NAESX: JDSCX (26 years) vs NAESX (65 years). JDSCX (1.02) is less costly to investors than NAESX (0.17). JDSCX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JDSCX: NAESX (3000) vs JDSCX (1000000). NAESX annual gain was more profitable for investors over the last year : 8.87 vs. JDSCX (3.76). NAESX return over 5 years is better than : 71.52 vs. JDSCX (44.59).
| JDSCX | NAESX | JDSCX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.02 | 0.17 | 600% |
| Fund Existence | 26 years | 65 years | - |
| Gain YTD | 2.414 | 6.225 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.54B | 161B | 1% |
| Annual Yield % from dividends | 0.87 | 1.20 | 72% |
| Returns for 1 year | 3.76 | 8.87 | 42% |
| Returns for 3 years | 35.06 | 51.12 | 69% |
| Returns for 5 years | 44.59 | 71.52 | 62% |
| Returns for 10 years | 44.96 | 147.18 | 31% |
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