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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$17.10
Change-$0.17 (-0.98%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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JORSX vs NAESX Comparison Chart
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JORSX vs. NAESX commentary
Sep 21, 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 JORSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. JORSX (2.11B). NAESX pays higher dividends than JORSX: NAESX (1.31) vs JORSX (0.21). JORSX was incepted earlier than NAESX: JORSX (7 years) vs NAESX (64 years). JORSX is a more actively managed with annual turnover of: 56.00 vs. NAESX (12.00). 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 : 25.47 vs. JORSX (20.61). NAESX return over 5 years is better than : 53.25 vs. JORSX (47.59).
| JORSX | NAESX | JORSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 64 years | - |
| Gain YTD | 8.571 | 10.861 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 149B | 1% |
| Annual Yield % from dividends | 0.21 | 1.31 | 16% |
| Returns for 1 year | 20.61 | 25.47 | 81% |
| Returns for 3 years | -2.79 | 8.84 | -32% |
| Returns for 5 years | 47.59 | 53.25 | 89% |
| Returns for 10 years | N/A | 120.79 | - |
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