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JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$48.44
Change-$3.34 (-6.45%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JSERX vs NAESX Comparison Chart
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JSERX vs. NAESX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSERX (3.96B). NAESX pays higher dividends than JSERX: NAESX (1.39) vs JSERX (0.48). 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: 19.00 vs. NAESX (12.00). 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 : 1.18 vs. JSERX (-7.06). NAESX return over 5 years is better than : 115.68 vs. JSERX (33.80).
| 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 | -5.321 | -5.833 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.96B | 153B | 3% |
| Annual Yield % from dividends | 0.48 | 1.39 | 35% |
| Returns for 1 year | -7.06 | 1.18 | -601% |
| Returns for 3 years | -16.16 | 6.44 | -251% |
| Returns for 5 years | 33.80 | 115.68 | 29% |
| Returns for 10 years | 5.86 | 90.61 | 6% |
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