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JSEQX vs NAESX
JSEQX vs NAESX Comparison
Open Charts JSEQX vs NAESX
JPMorgan Small Cap Equity R4
Price$51.24
Change-$0.98 (-1.88%)
VolumeN/A
Net Assets3.83B
Vanguard Small Cap Index I
Price$110.00
Change-$1.80 (-1.61%)
VolumeN/A
Net Assets147.56B
JSEQX vs NAESX Comparison Chart
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JSEQX vs. NAESX commentary
Jun 15, 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: 148B vs. JSEQX (3.83B). NAESX pays higher dividends than JSEQX: NAESX (1.35) 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 (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 : 6.92 vs. JSEQX (-3.77). NAESX return over 5 years is better than : 65.86 vs. JSEQX (1.38).
| 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 | -3.742 | -2.825 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.83B | 148B | 3% |
| Annual Yield % from dividends | 0.31 | 1.35 | 23% |
| Returns for 1 year | -3.77 | 6.92 | -55% |
| Returns for 3 years | 0.87 | 33.42 | 3% |
| Returns for 5 years | 1.38 | 65.86 | 2% |
| Returns for 10 years | N/A | 96.04 | - |
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