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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$39.33
Change-$0.94 (-2.33%)
VolumeN/A
Net Assets4.27B
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JSEZX vs NAESX Comparison Chart
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JSEZX vs. NAESX commentary
Feb 23, 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: 161B vs. JSEZX (4.27B). 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 : 11.22 vs. JSEZX (-4.05). NAESX return over 5 years is better than : 44.30 vs. JSEZX (-22.77).
| 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 | -0.732 | -0.321 | 228% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 4.27B | 161B | 3% |
| Annual Yield % from dividends | 0.62 | 1.31 | 47% |
| Returns for 1 year | -4.05 | 11.22 | -36% |
| Returns for 3 years | -17.11 | 18.76 | -91% |
| Returns for 5 years | -22.77 | 44.30 | -51% |
| Returns for 10 years | -9.68 | 105.17 | -9% |
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