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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$17.26
Change-$0.21 (-1.20%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
JSCZX vs NAESX Comparison Chart
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JSCZX vs. NAESX commentary
Dec 18, 2024
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: 167B vs. JSCZX (1.08B). 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 : 19.54 vs. JSCZX (9.66). NAESX return over 5 years is better than : 53.79 vs. JSCZX (2.15).
| 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 | 7.539 | 17.994 | 42% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 167B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 9.66 | 19.54 | 49% |
| Returns for 3 years | -0.69 | 15.71 | -4% |
| Returns for 5 years | 2.15 | 53.79 | 4% |
| Returns for 10 years | 8.42 | 124.30 | 7% |
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