Ad is loading...
Ad is loading...
JSEPX vs NAESX
JSEPX vs NAESX Comparison
Open Charts JSEPX vs NAESX
JPMorgan Small Cap Equity R3
Price$47.40
Change-$0.45 (-0.94%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JSEPX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSEPX vs. NAESX commentary
Nov 18, 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: 151B vs. JSEPX (4.63B). 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 : 30.24 vs. JSEPX (21.95). NAESX return over 5 years is better than : 55.43 vs. JSEPX (-6.37).
| 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 | 13.615 | 15.758 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.63B | 151B | 3% |
| Annual Yield % from dividends | 1.06 | 1.31 | 80% |
| Returns for 1 year | 21.95 | 30.24 | 73% |
| Returns for 3 years | -30.07 | 4.66 | -645% |
| Returns for 5 years | -6.37 | 55.43 | -11% |
| Returns for 10 years | N/A | 122.58 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...