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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$18.13
Change+$0.22 (+1.23%)
VolumeN/A
Net Assets953.06M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JTUAX vs NAESX Comparison Chart in %
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JTUAX vs. NAESX commentary
Sep 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 JTUAX is a StrongBuy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JTUAX (953M). NAESX pays higher dividends than JTUAX: NAESX (1.20) vs JTUAX (0.11). JTUAX was incepted earlier than NAESX: JTUAX (18 years) vs NAESX (65 years). JTUAX (1.23) is less costly to investors than NAESX (0.17). JTUAX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JTUAX has a lower initial minimum investment than NAESX: JTUAX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 12.82 vs. JTUAX (0.96). NAESX return over 5 years is better than : 65.43 vs. JTUAX (12.38).
| JTUAX | NAESX | JTUAX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 5.101 | 5.746 | 89% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 161B | 1% |
| Annual Yield % from dividends | 0.11 | 1.20 | 9% |
| Returns for 1 year | 0.96 | 12.82 | 8% |
| Returns for 3 years | 19.26 | 38.26 | 50% |
| Returns for 5 years | 12.38 | 65.43 | 19% |
| Returns for 10 years | 16.98 | 130.73 | 13% |