Interact to see
Advertisement
Advertisement
JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$16.90
Change-$0.02 (-0.12%)
VolumeN/A
Net Assets893.2M
Vanguard Small Cap Index I
Price$110.90
Change+$0.07 (+0.06%)
VolumeN/A
Net Assets147.56B
JUSMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. NAESX commentary
Jun 21, 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: 148B vs. JUSMX (893M). NAESX pays higher dividends than JUSMX: NAESX (1.35) vs JUSMX (0.57). 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 : 6.72 vs. JUSMX (-5.78). NAESX return over 5 years is better than : 60.96 vs. JUSMX (14.39).
| 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 | -6.052 | -3.668 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 148B | 1% |
| Annual Yield % from dividends | 0.57 | 1.35 | 42% |
| Returns for 1 year | -5.78 | 6.72 | -86% |
| Returns for 3 years | 13.83 | 33.61 | 41% |
| Returns for 5 years | 14.39 | 60.96 | 24% |
| Returns for 10 years | -1.23 | 91.39 | -1% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| FDVV | 50.78 | 0.09 | +0.17% |
| Fidelity High Dividend ETF | |||
| JPIB | 48.23 | 0.03 | +0.06% |
| JPMorgan International Bond Opps ETF | |||
| USEP | 35.95 | -0.05 | -0.14% |
| Innovator US Equity Ultra Buffer ETF-Sep | |||
| SEIQ | 35.91 | -0.13 | -0.36% |
| SEI Enhanced US Large Cap Qual Fac ETF | |||
| ITDG | 33.27 | -0.13 | -0.39% |
| iShares LifePath Target Date 2055 ETF | |||