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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$52.48
Change+$0.66 (+1.27%)
VolumeN/A
Net Assets3.42B
Vanguard Small Cap Index I
Price$122.98
Change+$1.67 (+1.38%)
VolumeN/A
Net Assets162.36B
JSEQX vs NAESX Comparison Chart in %
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JSEQX vs. NAESX commentary
Oct 22, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSEQX (3.42B). NAESX pays higher dividends than JSEQX: NAESX (1.23) 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: 52.00 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 : 4.75 vs. JSEQX (-14.43). NAESX return over 5 years is better than : 57.74 vs. JSEQX (-12.23).
| 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 | -4.479 | 5.577 | -80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.42B | 162B | 2% |
| Annual Yield % from dividends | 0.30 | 1.23 | 24% |
| Returns for 1 year | -14.43 | 4.75 | -303% |
| Returns for 3 years | -0.71 | 43.69 | -2% |
| Returns for 5 years | -12.23 | 57.74 | -21% |
| Returns for 10 years | N/A | 129.99 | - |
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