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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$35.03
Change-$2.42 (-6.46%)
VolumeN/A
Net Assets3.96B
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JSEZX vs NAESX Comparison Chart
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JSEZX 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 JSEZX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JSEZX (3.96B). NAESX pays higher dividends than JSEZX: NAESX (1.39) vs JSEZX (0.00). JSEZX was incepted earlier than NAESX: JSEZX (16 years) vs NAESX (65 years). JSEZX (1.53) is less costly to investors than NAESX (0.17). JSEZX is a more actively managed with annual turnover of: 19.00 vs. NAESX (12.00). JSEZX has a lower initial minimum investment than NAESX: JSEZX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 1.18 vs. JSEZX (-10.47). NAESX return over 5 years is better than : 115.68 vs. JSEZX (14.80).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -5.477 | -5.833 | 94% |
| 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 | 0.00 | 1.39 | - |
| Returns for 1 year | -10.47 | 1.18 | -891% |
| Returns for 3 years | -23.49 | 6.44 | -365% |
| Returns for 5 years | 14.80 | 115.68 | 13% |
| Returns for 10 years | -15.19 | 90.61 | -17% |
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