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JSEZX vs NAESX
JSEZX vs NAESX Comparison
Open Charts JSEZX vs NAESX
JPMorgan Small Cap Equity R2
Price$35.39
Change+$0.71 (+2.05%)
VolumeN/A
Net Assets3.62B
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
JSEZX vs NAESX Comparison Chart
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JSEZX vs. NAESX commentary
Apr 25, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JSEZX (3.62B). NAESX pays higher dividends than JSEZX: NAESX (1.39) vs JSEZX (0.00). JSEZX was incepted earlier than NAESX: JSEZX (16 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 (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 : -2.36 vs. JSEZX (-14.83). NAESX return over 5 years is better than : 71.57 vs. JSEZX (-7.34).
| JSEZX | NAESX | JSEZX / NAESX | |
| Total Expense Ratio | 1.49 | 0.17 | 876% |
| Annual Report Gross Expense Ratio | 1.53 | 0.17 | 900% |
| Fund Existence | 16 years | 65 years | - |
| Gain YTD | -12.468 | -12.247 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 143B | 3% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -14.83 | -2.36 | 628% |
| Returns for 3 years | -26.12 | 4.67 | -560% |
| Returns for 5 years | -7.34 | 71.57 | -10% |
| Returns for 10 years | -20.90 | 78.60 | -27% |