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JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets3.59B
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
JSEPX vs NAESX Comparison Chart
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JSEPX vs. NAESX commentary
Apr 19, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JSEPX (3.59B). NAESX pays higher dividends than JSEPX: NAESX (1.39) vs JSEPX (0.16). 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 (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 : -1.58 vs. JSEPX (-13.20). NAESX return over 5 years is better than : 68.15 vs. JSEPX (-7.18).
| 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 | -13.576 | -13.725 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 143B | 3% |
| Annual Yield % from dividends | 0.16 | 1.39 | 11% |
| Returns for 1 year | -13.20 | -1.58 | 837% |
| Returns for 3 years | -25.96 | 1.35 | -1,917% |
| Returns for 5 years | -7.18 | 68.15 | -11% |
| Returns for 10 years | N/A | 74.70 | - |
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