Ad is loading...
JTUCX vs NAESX
JTUCX vs NAESX Comparison
Open Charts JTUCX vs NAESX
JPMorgan US Small Company C
Price$13.39
Change+$0.23 (+1.75%)
VolumeN/A
Net Assets835.3M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
JTUCX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JTUCX vs. NAESX commentary
Apr 25, 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: 143B vs. JTUCX (835M). NAESX pays higher dividends than JTUCX: NAESX (1.39) vs JTUCX (0.00). JTUCX was incepted earlier than NAESX: JTUCX (17 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 (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 : -2.36 vs. JTUCX (-15.70). NAESX return over 5 years is better than : 71.57 vs. JTUCX (8.85).
| 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 | 17 years | 65 years | - |
| Gain YTD | -14.545 | -12.247 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 143B | 1% |
| Annual Yield % from dividends | 0.00 | 1.39 | - |
| Returns for 1 year | -15.70 | -2.36 | 664% |
| Returns for 3 years | -14.21 | 4.67 | -305% |
| Returns for 5 years | 8.85 | 71.57 | 12% |
| Returns for 10 years | -19.61 | 78.60 | -25% |