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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$15.37
Change+$1.20 (+8.47%)
VolumeN/A
Net Assets768.33M
Vanguard Small Cap Index I
Price$101.55
Change+$8.70 (+9.37%)
VolumeN/A
Net Assets143.36B
JUSMX vs NAESX Comparison Chart
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JUSMX vs. NAESX commentary
Apr 11, 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: 143B vs. JUSMX (768M). NAESX pays higher dividends than JUSMX: NAESX (1.39) vs JUSMX (0.59). JUSMX was incepted earlier than NAESX: JUSMX (13 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 (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 : -13.70 vs. JUSMX (-23.99). NAESX return over 5 years is better than : 56.35 vs. JUSMX (7.23).
| JUSMX | NAESX | JUSMX / NAESX | |
| Total Expense Ratio | 0.72 | 0.17 | 424% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 13 years | 65 years | - |
| Gain YTD | -21.321 | -19.296 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 768M | 143B | 1% |
| Annual Yield % from dividends | 0.59 | 1.39 | 42% |
| Returns for 1 year | -23.99 | -13.70 | 175% |
| Returns for 3 years | -18.72 | -5.18 | 361% |
| Returns for 5 years | 7.23 | 56.35 | 13% |
| Returns for 10 years | -15.09 | 63.14 | -24% |
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