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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$17.45
Change-$0.08 (-0.46%)
VolumeN/A
Net Assets928.68M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JTUAX vs NAESX Comparison Chart in %
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JTUAX vs. NAESX commentary
Aug 17, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JTUAX (929M). NAESX pays higher dividends than JTUAX: NAESX (1.25) vs JTUAX (0.12). 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 : 9.55 vs. JTUAX (-2.38). NAESX return over 5 years is better than : 58.12 vs. JTUAX (5.73).
| 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 | 1.623 | 2.876 | 56% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 154B | 1% |
| Annual Yield % from dividends | 0.12 | 1.25 | 10% |
| Returns for 1 year | -2.38 | 9.55 | -25% |
| Returns for 3 years | 3.38 | 20.84 | 16% |
| Returns for 5 years | 5.73 | 58.12 | 10% |
| Returns for 10 years | 8.26 | 113.38 | 7% |
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