Interact to see
Advertisement
Advertisement
JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$38.57
Change+$0.02 (+0.05%)
VolumeN/A
Net Assets3.86B
Vanguard Small Cap Index I
Price$113.74
Change+$0.20 (+0.18%)
VolumeN/A
Net Assets147.56B
JSEZX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSEZX vs. NAESX commentary
Jun 28, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JSEZX (3.86B). NAESX pays higher dividends than JSEZX: NAESX (1.35) vs JSEZX (0.00). JSEZX was incepted earlier than NAESX: JSEZX (17 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 (13.00). 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 : 8.91 vs. JSEZX (-5.49). NAESX return over 5 years is better than : 70.82 vs. JSEZX (-9.88).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -2.701 | -1.313 | 206% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.86B | 148B | 3% |
| Annual Yield % from dividends | 0.00 | 1.35 | - |
| Returns for 1 year | -5.49 | 8.91 | -62% |
| Returns for 3 years | -9.02 | 33.21 | -27% |
| Returns for 5 years | -9.88 | 70.82 | -14% |
| Returns for 10 years | -11.59 | 102.55 | -11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers