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JSCSX vs NAESX
JSCSX vs NAESX Comparison
Open Charts JSCSX vs NAESX
JPMorgan US Small Company I
Price$18.71
Change+$0.21 (+1.14%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
JSCSX vs NAESX Comparison Chart
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JSCSX vs. NAESX commentary
Jan 31, 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 JSCSX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. JSCSX (1.02B). NAESX pays higher dividends than JSCSX: NAESX (1.31) vs JSCSX (0.36). JSCSX was incepted earlier than NAESX: JSCSX (23 years) vs NAESX (64 years). JSCSX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). NAESX has a lower initial minimum investment than JSCSX: NAESX (3000) vs JSCSX (1000000). NAESX annual gain was more profitable for investors over the last year : 20.30 vs. JSCSX (9.73). NAESX return over 5 years is better than : 55.79 vs. JSCSX (10.82).
| JSCSX | NAESX | JSCSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 23 years | 64 years | - |
| Gain YTD | 3.771 | 3.621 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 3000 | 33,333% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.36 | 1.31 | 27% |
| Returns for 1 year | 9.73 | 20.30 | 48% |
| Returns for 3 years | 5.07 | 20.81 | 24% |
| Returns for 5 years | 10.82 | 55.79 | 19% |
| Returns for 10 years | 17.47 | 124.23 | 14% |