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JUSMX vs NAESX
JUSMX vs NAESX Comparison
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JUSMX vs NAESX Comparison Chart in %
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JUSMX vs. NAESX commentary
Aug 21, 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: 183B vs. JUSMX (1.16B). NAESX pays higher dividends than JUSMX: NAESX (1.10) 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 : 25.93 vs. NAESX (24.66). NAESX return over 5 years is better than : 42.60 vs. JUSMX (0.68).
| 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 | 23.574 | 18.777 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.16B | 183B | 1% |
| Annual Yield % from dividends | 0.37 | 1.10 | 33% |
| Returns for 1 year | 25.93 | 24.66 | 105% |
| Returns for 3 years | 42.75 | 58.08 | 74% |
| Returns for 5 years | 0.68 | 42.60 | 2% |
| Returns for 10 years | 43.52 | 159.29 | 27% |
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