JUSMX
Price
$17.69
Change
-$0.59 (-3.23%)
Updated
Feb 21 closing price
Net Assets
971.64M
NAESX
Price
$114.78
Change
-$3.10 (-2.63%)
Updated
Feb 21 closing price
Net Assets
160.88B
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JUSMX vs NAESX

Header iconJUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESXBanner chart's image
JPMorgan US Small Company R6
Price$17.69
Change-$0.59 (-3.23%)
VolumeN/A
Net Assets971.64M
Vanguard Small Cap Index I
Price$114.78
Change-$3.10 (-2.63%)
VolumeN/A
Net Assets160.88B
JUSMX vs NAESX Comparison Chart
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JUSMX vs. NAESX commentary
Feb 23, 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 Hold and NAESX is a Hold.

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FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JUSMX (972M). 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 : 11.22 vs. JUSMX (-0.72). NAESX return over 5 years is better than : 44.30 vs. JUSMX (0.55).
JUSMXNAESXJUSMX / NAESX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence13 years64 years-
Gain YTD-1.777-0.321553%
Front LoadN/AN/A-
Min. Initial Investment150000003000500,000%
Min. Initial Investment IRAN/AN/A-
Net Assets972M161B1%
Annual Yield % from dividends0.551.3142%
Returns for 1 year-0.7211.22-6%
Returns for 3 years2.0518.7611%
Returns for 5 years0.5544.301%
Returns for 10 years8.30105.178%
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