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JDSCX vs NAESX
JDSCX vs NAESX Comparison
Open Charts JDSCX vs NAESX
JPMorgan Small Cap Blend I
Price$34.02
Change+$0.48 (+1.43%)
VolumeN/A
Net Assets1.52B
Vanguard Small Cap Index I
Price$121.58
Change+$1.46 (+1.22%)
VolumeN/A
Net Assets154.18B
JDSCX vs NAESX Comparison Chart in %
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JDSCX vs. NAESX commentary
Sep 05, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JDSCX (1.53B). 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 : 10.87 vs. JDSCX (4.43). NAESX return over 5 years is better than : 63.44 vs. JDSCX (37.07).
| 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 | 1.207 | 4.477 | 27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.53B | 154B | 1% |
| Annual Yield % from dividends | 0.87 | 1.20 | 72% |
| Returns for 1 year | 4.43 | 10.87 | 41% |
| Returns for 3 years | 24.06 | 35.66 | 67% |
| Returns for 5 years | 37.07 | 63.44 | 58% |
| Returns for 10 years | 34.13 | 133.24 | 26% |
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