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JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$53.57
Change+$0.17 (+0.32%)
VolumeN/A
Net Assets3.45B
Vanguard Small Cap Index I
Price$124.00
Change+$0.80 (+0.65%)
VolumeN/A
Net Assets162.36B
JSERX vs NAESX Comparison Chart in %
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JSERX vs. NAESX commentary
Oct 28, 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 JSERX is a Hold and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSERX (3.45B). NAESX pays higher dividends than JSERX: NAESX (1.23) vs JSERX (0.46). JSERX was incepted earlier than NAESX: JSERX (19 years) vs NAESX (65 years). JSERX (0.85) is less costly to investors than NAESX (0.17). JSERX is a more actively managed with annual turnover of: 52.00 vs. NAESX (13.00). JSERX has a lower initial minimum investment than NAESX: JSERX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.34 vs. JSERX (-10.31). NAESX return over 5 years is better than : 57.75 vs. JSERX (-10.87).
| JSERX | NAESX | JSERX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 19 years | 65 years | - |
| Gain YTD | -2.048 | 7.919 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.45B | 162B | 2% |
| Annual Yield % from dividends | 0.46 | 1.23 | 38% |
| Returns for 1 year | -10.31 | 9.34 | -110% |
| Returns for 3 years | -1.18 | 42.31 | -3% |
| Returns for 5 years | -10.87 | 57.75 | -19% |
| Returns for 10 years | 17.56 | 138.41 | 13% |
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