Interact to see
Advertisement
Advertisement
JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$19.51
Change-$0.25 (-1.27%)
VolumeN/A
Net Assets982.41M
Vanguard Small Cap Index I
Price$122.49
Change-$1.24 (-1.00%)
VolumeN/A
Net Assets162.36B
JUSMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. NAESX commentary
Oct 08, 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 JUSMX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 162B vs. JUSMX (982M). NAESX pays higher dividends than JUSMX: NAESX (1.23) vs JUSMX (0.49). JUSMX was incepted earlier than NAESX: JUSMX (14 years) vs NAESX (65 years). JUSMX (0.72) is less costly to investors than NAESX (0.17). JUSMX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JUSMX: NAESX (3000) vs JUSMX (15000000). NAESX annual gain was more profitable for investors over the last year : 10.42 vs. JUSMX (3.45). NAESX return over 5 years is better than : 58.94 vs. JUSMX (13.58).
| JUSMX | NAESX | JUSMX / NAESX | |
| Total Expense Ratio | 0.72 | 0.17 | 424% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 14 years | 65 years | - |
| Gain YTD | 9.717 | 7.684 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 982M | 162B | 1% |
| Annual Yield % from dividends | 0.49 | 1.23 | 40% |
| Returns for 1 year | 3.45 | 10.42 | 33% |
| Returns for 3 years | 31.19 | 48.54 | 64% |
| Returns for 5 years | 13.58 | 58.94 | 23% |
| Returns for 10 years | 27.57 | 133.72 | 21% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement