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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JPMorgan US Small Company R6
Price$17.74
Change-$0.11 (-0.62%)
VolumeN/A
Net Assets905.14M
Vanguard Small Cap Index I
Price$115.17
Change-$0.19 (-0.16%)
VolumeN/A
Net Assets154.18B
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Aug 08, 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.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JUSMX (905M). NAESX pays higher dividends than JUSMX: NAESX (1.25) vs JUSMX (0.54). 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 : 12.34 vs. JUSMX (0.29). NAESX return over 5 years is better than : 54.62 vs. JUSMX (9.38).
| 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 | -0.888 | 0.337 | -264% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 905M | 154B | 1% |
| Annual Yield % from dividends | 0.54 | 1.25 | 43% |
| Returns for 1 year | 0.29 | 12.34 | 2% |
| Returns for 3 years | 5.68 | 22.72 | 25% |
| Returns for 5 years | 9.38 | 54.62 | 17% |
| Returns for 10 years | 10.71 | 107.61 | 10% |
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