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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$16.91
Change+$0.06 (+0.36%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSCZX vs NAESX Comparison Chart
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JSCZX vs. NAESX commentary
Jan 19, 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: 155B vs. JSCZX (1.02B). NAESX pays higher dividends than JSCZX: NAESX (1.31) vs JSCZX (0.00). JSCZX was incepted earlier than NAESX: JSCZX (13 years) vs NAESX (64 years). JSCZX is a more actively managed with annual turnover of: 83.00 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 : 21.23 vs. JSCZX (9.17). NAESX return over 5 years is better than : 48.81 vs. JSCZX (-1.95).
| JSCZX | NAESX | JSCZX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 64 years | - |
| Gain YTD | 2.547 | 3.370 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 9.17 | 21.23 | 43% |
| Returns for 3 years | -1.28 | 17.16 | -7% |
| Returns for 5 years | -1.95 | 48.81 | -4% |
| Returns for 10 years | 7.64 | 126.44 | 6% |