Interact to see
Advertisement
Advertisement
JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets3.2B
Vanguard Small Cap Index I
Price$117.67
Change+$0.22 (+0.19%)
VolumeN/A
Net Assets161.58B
JSERX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSERX vs. NAESX commentary
Nov 20, 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: 162B vs. JSERX (3.21B). NAESX pays higher dividends than JSERX: NAESX (1.22) vs JSERX (0.47). JSERX was incepted earlier than NAESX: JSERX (20 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 : -0.55 vs. JSERX (-18.61). NAESX return over 5 years is better than : 39.03 vs. JSERX (-22.97).
| JSERX | NAESX | JSERX / NAESX | |
| Total Expense Ratio | 0.80 | 0.17 | 471% |
| Annual Report Gross Expense Ratio | 0.85 | 0.17 | 500% |
| Fund Existence | 20 years | 65 years | - |
| Gain YTD | -8.155 | 2.218 | -368% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 162B | 2% |
| Annual Yield % from dividends | 0.47 | 1.22 | 39% |
| Returns for 1 year | -18.61 | -0.55 | 3,395% |
| Returns for 3 years | -12.32 | 29.75 | -41% |
| Returns for 5 years | -22.97 | 39.03 | -59% |
| Returns for 10 years | 7.91 | 121.66 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement