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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$56.04
Change+$0.35 (+0.63%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSEQX vs NAESX Comparison Chart
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JSEQX vs. NAESX commentary
Jan 19, 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: 155B vs. JSEQX (4.5B). 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 : 21.23 vs. JSEQX (7.12). NAESX return over 5 years is better than : 48.81 vs. JSEQX (-7.50).
| 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 | 3.300 | 3.370 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.72 | 1.31 | 55% |
| Returns for 1 year | 7.12 | 21.23 | 34% |
| Returns for 3 years | -10.52 | 17.16 | -61% |
| Returns for 5 years | -7.50 | 48.81 | -15% |
| Returns for 10 years | N/A | 126.44 | - |
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