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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$15.33
Change+$0.29 (+1.93%)
VolumeN/A
Net Assets2.24B
Vanguard Small Cap Index I
Price$106.28
Change+$2.32 (+2.23%)
VolumeN/A
Net Assets143.36B
JORSX vs NAESX Comparison Chart
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JORSX vs. NAESX commentary
May 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JORSX (2.24B). NAESX pays higher dividends than JORSX: NAESX (1.43) vs JORSX (0.20). 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 : 0.44 vs. JORSX (-3.54). NAESX return over 5 years is better than : 72.54 vs. JORSX (47.55).
| 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 | -12.862 | -9.640 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.24B | 143B | 2% |
| Annual Yield % from dividends | 0.20 | 1.43 | 14% |
| Returns for 1 year | -3.54 | 0.44 | -801% |
| Returns for 3 years | -1.94 | 10.52 | -18% |
| Returns for 5 years | 47.55 | 72.54 | 66% |
| Returns for 10 years | N/A | 87.95 | - |
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