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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$38.80
Change+$0.48 (+1.25%)
VolumeN/A
Net Assets3.59B
Vanguard Small Cap Index I
Price$115.62
Change+$1.76 (+1.55%)
VolumeN/A
Net Assets153.28B
JSEZX vs NAESX Comparison Chart in %
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JSEZX vs. NAESX commentary
Aug 06, 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: 153B vs. JSEZX (3.59B). 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 : 7.85 vs. JSEZX (-9.92). NAESX return over 5 years is better than : 53.40 vs. JSEZX (-19.80).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -3.281 | -0.968 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.59B | 153B | 2% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -9.92 | 7.85 | -126% |
| Returns for 3 years | -16.69 | 22.16 | -75% |
| Returns for 5 years | -19.80 | 53.40 | -37% |
| Returns for 10 years | -11.07 | 107.68 | -10% |
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