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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$16.54
Change+$0.07 (+0.43%)
VolumeN/A
Net Assets938.31M
Vanguard Small Cap Index I
Price$118.17
Change+$0.72 (+0.61%)
VolumeN/A
Net Assets153.28B
JSCZX vs NAESX Comparison Chart in %
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JSCZX vs. NAESX commentary
Jul 26, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSCZX (938M). NAESX pays higher dividends than JSCZX: NAESX (1.28) vs JSCZX (0.00). JSCZX was incepted earlier than NAESX: JSCZX (14 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 (13.00). 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 : 7.80 vs. JSCZX (-8.60). NAESX return over 5 years is better than : 65.65 vs. JSCZX (11.37).
| JSCZX | NAESX | JSCZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.49 | 0.17 | 876% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | -0.121 | 2.154 | -6% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 153B | 1% |
| Annual Yield % from dividends | 0.00 | 1.28 | - |
| Returns for 1 year | -8.60 | 7.80 | -110% |
| Returns for 3 years | 10.91 | 33.33 | 33% |
| Returns for 5 years | 11.37 | 65.65 | 17% |
| Returns for 10 years | 0.86 | 113.41 | 1% |
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