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JUSMX vs NAESX
JUSMX vs NAESX Comparison
Open Charts JUSMX vs NAESX
JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Jun 28, 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 Buy and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 183B vs. JUSMX (1.11B). NAESX pays higher dividends than JUSMX: NAESX (1.08) 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). JUSMX annual gain was more profitable for investors over the last year : 30.77 vs. NAESX (27.12). NAESX return over 5 years is better than : 34.02 vs. JUSMX (-6.07).
| 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 | 23.303 | 16.540 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.11B | 183B | 1% |
| Annual Yield % from dividends | 0.37 | 1.08 | 34% |
| Returns for 1 year | 30.77 | 27.12 | 113% |
| Returns for 3 years | 42.97 | 55.53 | 77% |
| Returns for 5 years | -6.07 | 34.02 | -18% |
| Returns for 10 years | 59.70 | 178.95 | 33% |
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