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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$51.34
Change+$0.71 (+1.40%)
VolumeN/A
Net Assets3.91B
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
JSEQX vs NAESX Comparison Chart
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JSEQX vs. NAESX commentary
Apr 03, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSEQX (3.91B). NAESX pays higher dividends than JSEQX: NAESX (1.39) vs JSEQX (0.31). 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 (12.00). 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 : -0.01 vs. JSEQX (-8.42). NAESX return over 5 years is better than : 112.27 vs. JSEQX (30.54).
| 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 | -6.673 | -7.319 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.91B | 153B | 3% |
| Annual Yield % from dividends | 0.31 | 1.39 | 22% |
| Returns for 1 year | -8.42 | -0.01 | 71,746% |
| Returns for 3 years | -17.87 | 4.92 | -364% |
| Returns for 5 years | 30.54 | 112.27 | 27% |
| Returns for 10 years | N/A | 88.79 | - |
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