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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$53.55
Change-$0.43 (-0.80%)
VolumeN/A
Net Assets3.66B
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JSEQX vs NAESX Comparison Chart in %
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JSEQX vs. NAESX commentary
Aug 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 JSEQX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JSEQX (3.66B). NAESX pays higher dividends than JSEQX: NAESX (1.25) vs JSEQX (0.30). JSEQX was incepted earlier than NAESX: JSEQX (9 years) vs NAESX (65 years). JSEQX (1.08) is less costly to investors than NAESX (0.17). JSEQX is a more actively managed with annual turnover of: 19.00 vs. NAESX (13.00). JSEQX has a lower initial minimum investment than NAESX: JSEQX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.15 vs. JSEQX (-5.69). NAESX return over 5 years is better than : 57.53 vs. JSEQX (-6.59).
| JSEQX | NAESX | JSEQX / NAESX | |
| Total Expense Ratio | 0.99 | 0.17 | 582% |
| Annual Report Gross Expense Ratio | 1.08 | 0.17 | 635% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -0.498 | 2.494 | -20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.66B | 154B | 2% |
| Annual Yield % from dividends | 0.30 | 1.25 | 24% |
| Returns for 1 year | -5.69 | 9.15 | -62% |
| Returns for 3 years | -10.81 | 20.39 | -53% |
| Returns for 5 years | -6.59 | 57.53 | -11% |
| Returns for 10 years | N/A | 112.59 | - |
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