Interact to see
Advertisement
Advertisement
JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$15.58
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets2.25B
Vanguard Small Cap Index I
Price$109.18
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets139.54B
JORSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JORSX vs. NAESX commentary
Jun 03, 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 JORSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. JORSX (2.25B). NAESX pays higher dividends than JORSX: NAESX (1.35) vs JORSX (0.19). JORSX was incepted earlier than NAESX: JORSX (8 years) vs NAESX (65 years). JORSX (0.88) is less costly to investors than NAESX (0.17). JORSX is a more actively managed with annual turnover of: 56.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JORSX: NAESX (3000) vs JORSX (1000000). NAESX annual gain was more profitable for investors over the last year : 3.06 vs. JORSX (-3.48). NAESX return over 5 years is better than : 55.24 vs. JORSX (30.88).
| JORSX | NAESX | JORSX / NAESX | |
| Total Expense Ratio | 0.87 | 0.17 | 512% |
| Annual Report Gross Expense Ratio | 0.88 | 0.17 | 518% |
| Fund Existence | 8 years | 65 years | - |
| Gain YTD | -9.733 | -4.981 | 195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.25B | 140B | 2% |
| Annual Yield % from dividends | 0.19 | 1.35 | 14% |
| Returns for 1 year | -3.48 | 3.06 | -114% |
| Returns for 3 years | 2.31 | 17.55 | 13% |
| Returns for 5 years | 30.88 | 55.24 | 56% |
| Returns for 10 years | N/A | 92.47 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement