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JSERX vs NAESX
JSERX vs NAESX Comparison
Open Charts JSERX vs NAESX
JPMorgan Small Cap Equity R5
Price$54.79
Change+$0.79 (+1.46%)
VolumeN/A
Net Assets3.84B
Vanguard Small Cap Index I
Price$116.70
Change+$1.38 (+1.20%)
VolumeN/A
Net Assets153.28B
JSERX vs NAESX Comparison Chart in %
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JSERX vs. NAESX commentary
Jul 18, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSERX (3.84B). NAESX pays higher dividends than JSERX: NAESX (1.28) 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: 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 : 4.35 vs. JSERX (-7.66). NAESX return over 5 years is better than : 63.03 vs. JSERX (-0.54).
| 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 | -1.262 | 0.302 | -418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.84B | 153B | 3% |
| Annual Yield % from dividends | 0.46 | 1.28 | 36% |
| Returns for 1 year | -7.66 | 4.35 | -176% |
| Returns for 3 years | 0.67 | 35.91 | 2% |
| Returns for 5 years | -0.54 | 63.03 | -1% |
| Returns for 10 years | 11.38 | 104.94 | 11% |
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