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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$14.01
Change-$1.01 (-6.72%)
VolumeN/A
Net Assets892.49M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JSCZX vs NAESX Comparison Chart
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JSCZX vs. NAESX commentary
Apr 04, 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 JSCZX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSCZX (892M). NAESX pays higher dividends than JSCZX: NAESX (1.39) vs JSCZX (0.00). JSCZX was incepted earlier than NAESX: JSCZX (13 years) vs NAESX (65 years). JSCZX (1.49) is less costly to investors than NAESX (0.17). JSCZX is a more actively managed with annual turnover of: 61.00 vs. NAESX (12.00). JSCZX has a lower initial minimum investment than NAESX: JSCZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. JSCZX (-13.13). NAESX return over 5 years is better than : 115.68 vs. JSCZX (40.48).
| JSCZX | NAESX | JSCZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | -8.914 | -5.833 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -13.13 | 1.18 | -1,117% |
| Returns for 3 years | -12.06 | 6.44 | -187% |
| Returns for 5 years | 40.48 | 115.68 | 35% |
| Returns for 10 years | -10.85 | 90.61 | -12% |
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