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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$15.66
Change+$0.05 (+0.32%)
VolumeN/A
Net Assets1.87B
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
JORSX vs NAESX Comparison Chart in %
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JORSX vs. NAESX commentary
Nov 20, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JORSX (1.87B). NAESX pays higher dividends than JORSX: NAESX (1.22) 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 : -0.55 vs. JORSX (-11.70). NAESX return over 5 years is better than : 39.03 vs. JORSX (11.96).
| 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 | -9.560 | 2.218 | -431% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.87B | 162B | 1% |
| Annual Yield % from dividends | 0.19 | 1.22 | 15% |
| Returns for 1 year | -11.70 | -0.55 | 2,135% |
| Returns for 3 years | 8.84 | 29.75 | 30% |
| Returns for 5 years | 11.96 | 39.03 | 31% |
| Returns for 10 years | N/A | 121.66 | - |