JSERX
Price
$53.36
Change
-$0.06 (-0.11%)
Updated
Oct 6 closing price
Net Assets
3.5B
NAESX
Price
$123.73
Change
+$0.21 (+0.17%)
Updated
Oct 6 closing price
Net Assets
162.36B
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JSERX vs NAESX

Header iconJSERX vs NAESX Comparison
Open Charts JSERX vs NAESXBanner chart's image
JPMorgan Small Cap Equity R5
Price$53.36
Change-$0.06 (-0.11%)
VolumeN/A
Net Assets3.5B
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
JSERX vs NAESX Comparison Chart in %
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JSERX vs. NAESX commentary
Oct 07, 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 Buy.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JSERX (3.5B). 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: 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 : 9.31 vs. JSERX (-10.32). NAESX return over 5 years is better than : 60.60 vs. JSERX (-8.36).
JSERXNAESXJSERX / NAESX
Total Expense Ratio0.800.17471%
Annual Report Gross Expense Ratio0.850.17500%
Fund Existence19 years65 years-
Gain YTD-2.3227.501-31%
Front LoadN/AN/A-
Min. Initial Investment03000-
Min. Initial Investment IRAN/AN/A-
Net Assets3.5B162B2%
Annual Yield % from dividends0.461.2338%
Returns for 1 year-10.329.31-111%
Returns for 3 years3.9548.298%
Returns for 5 years-8.3660.60-14%
Returns for 10 years15.17133.3311%
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