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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$18.09
Change-$0.87 (-4.59%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JUSMX vs NAESX Comparison Chart
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JUSMX vs. NAESX commentary
Dec 19, 2024
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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. JUSMX (1.07B). NAESX pays higher dividends than JUSMX: NAESX (1.31) vs JUSMX (0.55). JUSMX was incepted earlier than NAESX: JUSMX (13 years) vs NAESX (64 years). JUSMX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). 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 : 19.54 vs. JUSMX (11.22). NAESX return over 5 years is better than : 53.79 vs. JUSMX (8.55).
| JUSMX | NAESX | JUSMX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 64 years | - |
| Gain YTD | 9.028 | 17.994 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 167B | 1% |
| Annual Yield % from dividends | 0.55 | 1.31 | 42% |
| Returns for 1 year | 11.22 | 19.54 | 57% |
| Returns for 3 years | 2.01 | 15.71 | 13% |
| Returns for 5 years | 8.55 | 53.79 | 16% |
| Returns for 10 years | 20.08 | 124.30 | 16% |
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