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JORSX vs NAESX
JORSX vs NAESX Comparison
Open Charts JORSX vs NAESX
JHancock Small Cap Core R6
Price$17.16
Change-$0.40 (-2.28%)
VolumeN/A
Net Assets2.15B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JORSX vs NAESX Comparison Chart
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JORSX vs. NAESX commentary
Feb 23, 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 StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JORSX (2.15B). 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 : 11.22 vs. JORSX (8.59). NAESX return over 5 years is better than : 44.30 vs. JORSX (36.73).
| 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 | -0.579 | -0.321 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 161B | 1% |
| Annual Yield % from dividends | 0.21 | 1.31 | 16% |
| Returns for 1 year | 8.59 | 11.22 | 77% |
| Returns for 3 years | 10.16 | 18.76 | 54% |
| Returns for 5 years | 36.73 | 44.30 | 83% |
| Returns for 10 years | N/A | 105.17 | - |
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