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JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$38.86
Change-$0.59 (-1.50%)
VolumeN/A
Net Assets3.46B
Vanguard Small Cap Index I
Price$121.34
Change-$1.58 (-1.29%)
VolumeN/A
Net Assets162.36B
JSEPX vs NAESX Comparison Chart in %
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JSEPX vs. NAESX commentary
Oct 17, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSEPX (3.46B). NAESX pays higher dividends than JSEPX: NAESX (1.23) 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: 52.00 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 : 6.18 vs. JSEPX (-16.00). NAESX return over 5 years is better than : 57.34 vs. JSEPX (-21.72).
| 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 | -3.498 | 6.979 | -50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.46B | 162B | 2% |
| Annual Yield % from dividends | 0.15 | 1.23 | 12% |
| Returns for 1 year | -16.00 | 6.18 | -259% |
| Returns for 3 years | -6.25 | 45.87 | -14% |
| Returns for 5 years | -21.72 | 57.34 | -38% |
| Returns for 10 years | N/A | 133.21 | - |
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