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JSCZX vs NAESX
JSCZX vs NAESX Comparison
Open Charts JSCZX vs NAESX
JPMorgan US Small Company R2
Price$18.02
Change-$0.19 (-1.04%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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JSCZX vs NAESX Comparison Chart
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JSCZX vs. NAESX commentary
Sep 21, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. JSCZX (1.05B). 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). JSCZX (21.56) and NAESX (20.72) have marching annual gain over last year. NAESX return over 5 years is better than : 51.64 vs. JSCZX (13.37).
| 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 | 11.028 | 9.695 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 149B | 1% |
| Annual Yield % from dividends | 0.00 | 1.31 | - |
| Returns for 1 year | 21.56 | 20.72 | 104% |
| Returns for 3 years | -20.80 | 5.63 | -369% |
| Returns for 5 years | 13.37 | 51.64 | 26% |
| Returns for 10 years | 14.60 | 113.34 | 13% |