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JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$15.17
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets908.07M
Vanguard Small Cap Index I
Price$115.36
Change-$0.34 (-0.29%)
VolumeN/A
Net Assets154.18B
JTUCX vs NAESX Comparison Chart in %
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JTUCX vs. NAESX commentary
Aug 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JTUCX (908M). NAESX pays higher dividends than JTUCX: NAESX (1.25) 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 : 11.53 vs. JTUCX (-3.18). NAESX return over 5 years is better than : 55.08 vs. JTUCX (-0.20).
| 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 | -1.234 | 0.632 | -195% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 908M | 154B | 1% |
| Annual Yield % from dividends | 0.00 | 1.25 | - |
| Returns for 1 year | -3.18 | 11.53 | -28% |
| Returns for 3 years | 2.29 | 24.14 | 9% |
| Returns for 5 years | -0.20 | 55.08 | -0% |
| Returns for 10 years | -3.80 | 111.04 | -3% |
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