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JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$51.15
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets3.75B
Vanguard Small Cap Index I
Price$108.19
Change-$0.40 (-0.37%)
VolumeN/A
Net Assets139.54B
JSERX vs NAESX Comparison Chart
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JSERX vs. NAESX commentary
May 25, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. JSERX (3.75B). NAESX pays higher dividends than JSERX: NAESX (1.43) vs JSERX (0.50). 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 (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 : 2.80 vs. JSERX (-6.86). NAESX return over 5 years is better than : 66.59 vs. JSERX (3.15).
| 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 | -6.473 | -5.963 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 140B | 3% |
| Annual Yield % from dividends | 0.50 | 1.43 | 35% |
| Returns for 1 year | -6.86 | 2.80 | -245% |
| Returns for 3 years | -4.95 | 23.57 | -21% |
| Returns for 5 years | 3.15 | 66.59 | 5% |
| Returns for 10 years | 6.21 | 91.88 | 7% |
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