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JSCHX vs NAESX
JSCHX vs NAESX Comparison
Open Charts JSCHX vs NAESX
JPMorgan Small Cap Blend R6
Price$32.31
Change-$0.22 (-0.68%)
VolumeN/A
Net Assets1.48B
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
JSCHX vs NAESX Comparison Chart in %
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JSCHX vs. NAESX commentary
Aug 08, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JSCHX (1.48B). NAESX pays higher dividends than JSCHX: NAESX (1.25) vs JSCHX (1.15). 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 : 11.53 vs. JSCHX (4.89). NAESX return over 5 years is better than : 55.08 vs. JSCHX (31.18).
| 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 | -2.224 | 0.632 | -352% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.48B | 154B | 1% |
| Annual Yield % from dividends | 1.15 | 1.25 | 92% |
| Returns for 1 year | 4.89 | 11.53 | 42% |
| Returns for 3 years | 14.16 | 24.14 | 59% |
| Returns for 5 years | 31.18 | 55.08 | 57% |
| Returns for 10 years | N/A | 111.04 | - |
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