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JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$15.10
Change-$0.51 (-3.27%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JTUCX vs NAESX Comparison Chart
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JTUCX 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 JTUCX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JTUCX (972M). NAESX pays higher dividends than JTUCX: NAESX (1.31) vs JTUCX (0.00). JTUCX was incepted earlier than NAESX: JTUCX (17 years) vs NAESX (64 years). JTUCX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). JTUCX has a lower initial minimum investment than NAESX: JTUCX (1000) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.22 vs. JTUCX (-2.83). NAESX return over 5 years is better than : 44.30 vs. JTUCX (-8.54).
| JTUCX | NAESX | JTUCX / 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 | -1.948 | -0.321 | 606% |
| 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 | 0.00 | 1.31 | - |
| Returns for 1 year | -2.83 | 11.22 | -25% |
| Returns for 3 years | -2.20 | 18.76 | -12% |
| Returns for 5 years | -8.54 | 44.30 | -19% |
| Returns for 10 years | -7.13 | 105.17 | -7% |
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