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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$16.29
Change+$0.27 (+1.69%)
VolumeN/A
Net Assets857.17M
Vanguard Small Cap Index I
Price$107.04
Change+$1.67 (+1.58%)
VolumeN/A
Net Assets139.54B
JUSMX vs NAESX Comparison Chart
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JUSMX vs. NAESX commentary
May 09, 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: 140B vs. JUSMX (857M). NAESX pays higher dividends than JUSMX: NAESX (1.43) vs JUSMX (0.60). 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 : -0.09 vs. JUSMX (-13.83). NAESX return over 5 years is better than : 65.08 vs. JUSMX (14.49).
| 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 | -11.327 | -8.414 | 135% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 857M | 140B | 1% |
| Annual Yield % from dividends | 0.60 | 1.43 | 42% |
| Returns for 1 year | -13.83 | -0.09 | 15,179% |
| Returns for 3 years | -1.89 | 20.27 | -9% |
| Returns for 5 years | 14.49 | 65.08 | 22% |
| Returns for 10 years | -2.46 | 87.81 | -3% |
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