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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$18.76
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets948.86M
Vanguard Small Cap Index I
Price$120.12
Change-$0.18 (-0.15%)
VolumeN/A
Net Assets154.18B
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Sep 04, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JUSMX (949M). NAESX pays higher dividends than JUSMX: NAESX (1.20) vs JUSMX (0.51). 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 : 10.78 vs. JUSMX (-0.28). NAESX return over 5 years is better than : 63.69 vs. JUSMX (15.01).
| 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 | 4.275 | 4.633 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 949M | 154B | 1% |
| Annual Yield % from dividends | 0.51 | 1.20 | 42% |
| Returns for 1 year | -0.28 | 10.78 | -3% |
| Returns for 3 years | 18.24 | 35.87 | 51% |
| Returns for 5 years | 15.01 | 63.69 | 24% |
| Returns for 10 years | 25.12 | 133.59 | 19% |
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