Interact to see
Advertisement
Advertisement
JSCHX vs NAESX
JSCHX vs NAESX Comparison
Open Charts JSCHX vs NAESX
JPMorgan Small Cap Blend R6
Price$34.09
Change-$0.36 (-1.04%)
VolumeN/A
Net Assets1.55B
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
JSCHX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSCHX vs. NAESX commentary
Oct 09, 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 JSCHX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSCHX (1.55B). NAESX pays higher dividends than JSCHX: NAESX (1.23) vs JSCHX (1.09). JSCHX was incepted earlier than NAESX: JSCHX (7 years) vs NAESX (65 years). JSCHX (0.77) is less costly to investors than NAESX (0.17). JSCHX is a more actively managed with annual turnover of: 39.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JSCHX: NAESX (3000) vs JSCHX (15000000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. JSCHX (5.79). NAESX return over 5 years is better than : 58.94 vs. JSCHX (34.21).
| JSCHX | NAESX | JSCHX / NAESX | |
| Total Expense Ratio | 0.74 | 0.17 | 435% |
| Annual Report Gross Expense Ratio | 0.77 | 0.17 | 453% |
| Fund Existence | 7 years | 65 years | - |
| Gain YTD | 3.547 | 7.684 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.55B | 162B | 1% |
| Annual Yield % from dividends | 1.09 | 1.23 | 89% |
| Returns for 1 year | 5.79 | 10.42 | 56% |
| Returns for 3 years | 33.68 | 48.54 | 69% |
| Returns for 5 years | 34.21 | 58.94 | 58% |
| Returns for 10 years | N/A | 133.72 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement