Interact to see
Advertisement
Advertisement
JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JUSMX vs NAESX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JUSMX vs. NAESX commentary
Sep 12, 2026
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: 185B vs. JUSMX (1.12B). NAESX pays higher dividends than JUSMX: NAESX (1.09) vs JUSMX (0.37). JUSMX was incepted earlier than NAESX: JUSMX (15 years) vs NAESX (66 years). JUSMX (0.72) is less costly to investors than NAESX (0.17). JUSMX is a more actively managed with annual turnover of: 46.00 vs. NAESX (17.00). NAESX has a lower initial minimum investment than JUSMX: NAESX (0) vs JUSMX (15000000). NAESX (16.23) and JUSMX (15.95) have marching annual gain over last year. NAESX return over 5 years is better than : 34.11 vs. JUSMX (-5.17).
| JUSMX | NAESX | JUSMX / NAESX | |
| Total Expense Ratio | 0.72 | 0.17 | 424% |
| Annual Report Gross Expense Ratio | 0.72 | 0.17 | 424% |
| Fund Existence | 15 years | 66 years | - |
| Gain YTD | 19.174 | 14.125 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.12B | 185B | 1% |
| Annual Yield % from dividends | 0.37 | 1.09 | 34% |
| Returns for 1 year | 15.95 | 16.23 | 98% |
| Returns for 3 years | 36.91 | 51.05 | 72% |
| Returns for 5 years | -5.17 | 34.11 | -15% |
| Returns for 10 years | 38.07 | 150.38 | 25% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers