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JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$40.18
Change+$0.08 (+0.20%)
VolumeN/A
Net Assets3.63B
Vanguard Small Cap Index I
Price$115.70
Change+$0.08 (+0.07%)
VolumeN/A
Net Assets153.28B
JSEPX vs NAESX Comparison Chart in %
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JSEPX vs. NAESX commentary
Aug 06, 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 JSEPX is a Hold and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSEPX (3.63B). NAESX pays higher dividends than JSEPX: NAESX (1.25) vs JSEPX (0.15). JSEPX was incepted earlier than NAESX: JSEPX (9 years) vs NAESX (65 years). JSEPX (1.25) is less costly to investors than NAESX (0.17). JSEPX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). JSEPX has a lower initial minimum investment than NAESX: JSEPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.68 vs. JSEPX (-5.65). NAESX return over 5 years is better than : 56.12 vs. JSEPX (-16.52).
| JSEPX | NAESX | JSEPX / NAESX | |
| Total Expense Ratio | 1.25 | 0.17 | 735% |
| Annual Report Gross Expense Ratio | 1.25 | 0.17 | 735% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -1.908 | 0.563 | -339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.63B | 153B | 2% |
| Annual Yield % from dividends | 0.15 | 1.25 | 12% |
| Returns for 1 year | -5.65 | 12.68 | -45% |
| Returns for 3 years | -14.31 | 24.05 | -60% |
| Returns for 5 years | -16.52 | 56.12 | -29% |
| Returns for 10 years | N/A | 110.89 | - |
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