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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$16.93
Change-$0.56 (-3.20%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JTUAX vs NAESX Comparison Chart
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JTUAX vs. NAESX commentary
Feb 23, 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: 161B vs. JTUAX (972M). NAESX pays higher dividends than JTUAX: NAESX (1.31) vs JTUAX (0.17). JTUAX was incepted earlier than NAESX: JTUAX (17 years) vs NAESX (64 years). JTUAX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). 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 : 11.22 vs. JTUAX (-1.50). NAESX return over 5 years is better than : 44.30 vs. JTUAX (-2.85).
| JTUAX | NAESX | JTUAX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 17 years | 64 years | - |
| Gain YTD | -1.855 | -0.321 | 577% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 972M | 161B | 1% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | -1.50 | 11.22 | -13% |
| Returns for 3 years | 0.55 | 18.76 | 3% |
| Returns for 5 years | -2.85 | 44.30 | -6% |
| Returns for 10 years | 2.12 | 105.17 | 2% |
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