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JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$16.77
Change+$0.10 (+0.60%)
VolumeN/A
Net Assets976.4M
Vanguard Small Cap Index I
Price$123.73
Change+$0.21 (+0.17%)
VolumeN/A
Net Assets162.36B
JTUCX vs NAESX Comparison Chart in %
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JTUCX vs. NAESX commentary
Oct 07, 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 Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JTUCX (976M). NAESX pays higher dividends than JTUCX: NAESX (1.23) vs JTUCX (0.00). JTUCX was incepted earlier than NAESX: JTUCX (18 years) vs NAESX (65 years). JTUCX (1.76) is less costly to investors than NAESX (0.17). JTUCX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). 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 : 9.31 vs. JTUCX (-0.30). NAESX return over 5 years is better than : 60.60 vs. JTUCX (4.38).
| JTUCX | NAESX | JTUCX / NAESX | |
| Total Expense Ratio | 1.69 | 0.17 | 994% |
| Annual Report Gross Expense Ratio | 1.76 | 0.17 | 1,035% |
| Fund Existence | 18 years | 65 years | - |
| Gain YTD | 8.247 | 7.501 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 976M | 162B | 1% |
| Annual Yield % from dividends | 0.00 | 1.23 | - |
| Returns for 1 year | -0.30 | 9.31 | -3% |
| Returns for 3 years | 25.15 | 48.29 | 52% |
| Returns for 5 years | 4.38 | 60.60 | 7% |
| Returns for 10 years | 8.81 | 133.33 | 7% |
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