Ad is loading...
JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$45.95
Change-$0.43 (-0.93%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSEPX vs NAESX Comparison Chart
Loading...
JSEPX 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 JSEPX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 149B vs. JSEPX (4.62B). NAESX pays higher dividends than JSEPX: NAESX (1.31) vs JSEPX (1.06). JSEPX was incepted earlier than NAESX: JSEPX (8 years) vs NAESX (64 years). JSEPX is a more actively managed with annual turnover of: 22.00 vs. NAESX (12.00). 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 : 25.47 vs. JSEPX (18.19). NAESX return over 5 years is better than : 53.25 vs. JSEPX (-6.96).
| JSEPX | NAESX | JSEPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 10.139 | 10.861 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.62B | 149B | 3% |
| Annual Yield % from dividends | 1.06 | 1.31 | 80% |
| Returns for 1 year | 18.19 | 25.47 | 71% |
| Returns for 3 years | -26.37 | 8.84 | -298% |
| Returns for 5 years | -6.96 | 53.25 | -13% |
| Returns for 10 years | N/A | 120.79 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CSUZX | 25.20 | 0.12 | +0.48% |
| Cohen & Steers Global Infrastructure Z | |||
| IGAAX | 38.38 | -0.23 | -0.60% |
| American Funds Intl Gr and Inc A | |||
| LGCVX | 16.73 | -0.11 | -0.65% |
| Lord Abbett Global Equity R5 | |||
| PSBSX | 27.83 | -0.22 | -0.78% |
| Principal SmallCap R4 | |||
| PCSVX | 20.30 | -0.21 | -1.02% |
| PACE Small/Medium Co Value Equity P | |||