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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$15.57
Change+$0.25 (+1.63%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
JTUAX vs NAESX Comparison Chart
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JTUAX vs. NAESX commentary
May 09, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. JTUAX (857M). NAESX pays higher dividends than JTUAX: NAESX (1.43) vs JTUAX (0.13). 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 : -0.09 vs. JTUAX (-13.82). NAESX return over 5 years is better than : 65.08 vs. JTUAX (10.97).
| 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 | -11.188 | -8.414 | 133% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.13 | 1.43 | 9% |
| Returns for 1 year | -13.82 | -0.09 | 15,167% |
| Returns for 3 years | 0.97 | 20.27 | 5% |
| Returns for 5 years | 10.97 | 65.08 | 17% |
| Returns for 10 years | -7.76 | 87.81 | -9% |
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