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JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$38.09
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Index I
Price$107.00
Change-$0.04 (-0.04%)
VolumeN/A
Net Assets139.54B
JSEPX vs NAESX Comparison Chart
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JSEPX vs. NAESX commentary
May 12, 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: 140B vs. JSEPX (3.78B). NAESX pays higher dividends than JSEPX: NAESX (1.43) 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 (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 : 0.34 vs. JSEPX (-11.13). NAESX return over 5 years is better than : 67.63 vs. JSEPX (-7.38).
| 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 | -6.825 | -6.997 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 140B | 3% |
| Annual Yield % from dividends | 0.16 | 1.43 | 11% |
| Returns for 1 year | -11.13 | 0.34 | -3,229% |
| Returns for 3 years | -12.20 | 22.70 | -54% |
| Returns for 5 years | -7.38 | 67.63 | -11% |
| Returns for 10 years | N/A | 91.04 | - |