Ad is loading...
Ad is loading...
JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$19.16
Change-$0.26 (-1.34%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JTUAX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JTUAX vs. NAESX commentary
Nov 18, 2024
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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 151B vs. JTUAX (1.05B). 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 (30.24) and JTUAX (29.00) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. JTUAX (15.26).
| 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 | 14.662 | 15.758 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 151B | 1% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 29.00 | 30.24 | 96% |
| Returns for 3 years | -23.95 | 4.66 | -514% |
| Returns for 5 years | 15.26 | 55.43 | 28% |
| Returns for 10 years | 19.34 | 122.58 | 16% |
View a ticker or compare two or three
VS
VS
Ad is loading...