Interact to see
Advertisement
Advertisement
JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$17.70
Change-$0.34 (-1.88%)
VolumeN/A
Net Assets938.08M
Vanguard Small Cap Index I
Price$114.57
Change-$1.97 (-1.69%)
VolumeN/A
Net Assets153.28B
JUSMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. NAESX commentary
Jul 16, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSMX (938M). NAESX pays higher dividends than JUSMX: NAESX (1.28) vs JUSMX (0.54). 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 : 6.99 vs. JUSMX (-7.10). NAESX return over 5 years is better than : 65.54 vs. JUSMX (18.81).
| 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 | 0.167 | 1.363 | 12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 938M | 153B | 1% |
| Annual Yield % from dividends | 0.54 | 1.28 | 43% |
| Returns for 1 year | -7.10 | 6.99 | -102% |
| Returns for 3 years | 17.84 | 37.15 | 48% |
| Returns for 5 years | 18.81 | 65.54 | 29% |
| Returns for 10 years | 7.42 | 106.51 | 7% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement