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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$40.91
Change+$0.25 (+0.61%)
VolumeN/A
Net Assets4.5B
Vanguard Small Cap Index I
Price$119.03
Change+$0.48 (+0.40%)
VolumeN/A
Net Assets155.27B
JSEZX vs NAESX Comparison Chart
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JSEZX vs. NAESX commentary
Jan 19, 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: 155B vs. JSEZX (4.5B). NAESX pays higher dividends than JSEZX: NAESX (1.31) vs JSEZX (0.62). JSEZX was incepted earlier than NAESX: JSEZX (16 years) vs NAESX (64 years). JSEZX is a more actively managed with annual turnover of: 22.00 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 : 21.23 vs. JSEZX (3.44). NAESX return over 5 years is better than : 48.81 vs. JSEZX (-19.81).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 64 years | - |
| Gain YTD | 3.256 | 3.370 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.5B | 155B | 3% |
| Annual Yield % from dividends | 0.62 | 1.31 | 47% |
| Returns for 1 year | 3.44 | 21.23 | 16% |
| Returns for 3 years | -17.90 | 17.16 | -104% |
| Returns for 5 years | -19.81 | 48.81 | -41% |
| Returns for 10 years | 0.16 | 126.44 | 0% |
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