Ad is loading...
JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$14.35
Change+$0.25 (+1.77%)
VolumeN/A
Net Assets835.3M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
JSCZX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSCZX vs. NAESX commentary
Apr 25, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JSCZX (835M). 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 : -2.36 vs. JSCZX (-15.06). NAESX return over 5 years is better than : 71.57 vs. JSCZX (12.61).
| 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 | -14.494 | -12.247 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -15.06 | -2.36 | 638% |
| Returns for 3 years | -12.91 | 4.67 | -277% |
| Returns for 5 years | 12.61 | 71.57 | 18% |
| Returns for 10 years | -15.36 | 78.60 | -20% |