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JTUAX vs NAESX
JTUAX vs NAESX Comparison
Open Charts JTUAX vs NAESX
JPMorgan US Small Company A
Price$18.80
Change-$0.20 (-1.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$113.10
Change-$0.77 (-0.68%)
VolumeN/A
CapitalizationN/A
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JTUAX vs NAESX Comparison Chart
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JTUAX vs. NAESX commentary
Sep 21, 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: 149B 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). JTUAX (26.41) and NAESX (25.47) have marching annual gain over last year. NAESX return over 5 years is better than : 53.25 vs. JTUAX (17.30).
| 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 | 12.507 | 10.861 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 149B | 1% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 26.41 | 25.47 | 104% |
| Returns for 3 years | -16.77 | 8.84 | -190% |
| Returns for 5 years | 17.30 | 53.25 | 32% |
| Returns for 10 years | 23.59 | 120.79 | 20% |