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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$14.44
Change+$0.13 (+0.91%)
VolumeN/A
Net Assets809.73M
Vanguard Small Cap Index I
Price$99.26
Change+$0.85 (+0.86%)
VolumeN/A
Net Assets143.36B
JTUAX vs NAESX Comparison Chart
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JTUAX vs. NAESX commentary
Apr 18, 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: 143B vs. JTUAX (810M). NAESX pays higher dividends than JTUAX: NAESX (1.39) vs JTUAX (0.13). JTUAX was incepted earlier than NAESX: JTUAX (17 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 (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 : -2.42 vs. JTUAX (-15.07). NAESX return over 5 years is better than : 66.71 vs. JTUAX (12.05).
| JTUAX | NAESX | JTUAX / NAESX | |
| Total Expense Ratio | 1.19 | 0.17 | 700% |
| Annual Report Gross Expense Ratio | 1.23 | 0.17 | 724% |
| Fund Existence | 17 years | 65 years | - |
| Gain YTD | -17.043 | -14.464 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 810M | 143B | 1% |
| Annual Yield % from dividends | 0.13 | 1.39 | 9% |
| Returns for 1 year | -15.07 | -2.42 | 623% |
| Returns for 3 years | -15.76 | 0.49 | -3,239% |
| Returns for 5 years | 12.05 | 66.71 | 18% |
| Returns for 10 years | -15.45 | 73.20 | -21% |
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