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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$39.94
Change-$0.37 (-0.92%)
VolumeN/A
Net Assets3.72B
Vanguard Small Cap Index I
Price$120.01
Change-$0.94 (-0.78%)
VolumeN/A
Net Assets154.18B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Aug 26, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JSEZX (3.72B). NAESX pays higher dividends than JSEZX: NAESX (1.25) 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 : 8.52 vs. JSEZX (-9.09). NAESX return over 5 years is better than : 62.16 vs. JSEZX (-16.34).
| 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 | 1.742 | 5.199 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.72B | 154B | 2% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -9.09 | 8.52 | -107% |
| Returns for 3 years | -9.99 | 30.95 | -32% |
| Returns for 5 years | -16.34 | 62.16 | -26% |
| Returns for 10 years | -2.44 | 128.82 | -2% |
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