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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$17.33
Change-$0.06 (-0.35%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$116.25
Change+$1.25 (+1.09%)
VolumeN/A
CapitalizationN/A
JORSX vs NAESX Comparison Chart
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JORSX vs. NAESX commentary
Dec 23, 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 Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. JORSX (2.1B). 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 : 14.50 vs. JORSX (10.79). NAESX return over 5 years is better than : 47.90 vs. JORSX (40.08).
| 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 | 10.225 | 14.022 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.1B | 167B | 1% |
| Annual Yield % from dividends | 0.21 | 1.31 | 16% |
| Returns for 1 year | 10.79 | 14.50 | 74% |
| Returns for 3 years | 5.39 | 10.57 | 51% |
| Returns for 5 years | 40.08 | 47.90 | 84% |
| Returns for 10 years | N/A | 115.27 | - |
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