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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$61.33
Change-$0.59 (-0.95%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JSEQX vs NAESX Comparison Chart
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JSEQX 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 JSEQX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. JSEQX (4.63B). NAESX pays higher dividends than JSEQX: NAESX (1.31) vs JSEQX (0.72). JSEQX was incepted earlier than NAESX: JSEQX (8 years) vs NAESX (64 years). JSEQX is a more actively managed with annual turnover of: 22.00 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 : 30.24 vs. JSEQX (23.35). NAESX return over 5 years is better than : 55.43 vs. JSEQX (3.22).
| JSEQX | NAESX | JSEQX / 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 | 13.848 | 15.758 | 88% |
| 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 | 0.72 | 1.31 | 55% |
| Returns for 1 year | 23.35 | 30.24 | 77% |
| Returns for 3 years | -24.16 | 4.66 | -518% |
| Returns for 5 years | 3.22 | 55.43 | 6% |
| Returns for 10 years | N/A | 122.58 | - |
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