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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$16.89
Change+$0.19 (+1.14%)
VolumeN/A
Net Assets920.02M
Vanguard Small Cap Index I
Price$115.32
Change+$0.75 (+0.65%)
VolumeN/A
Net Assets153.28B
JUSPX vs NAESX Comparison Chart in %
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JUSPX vs. NAESX commentary
Jul 17, 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 JUSPX is a StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSPX (920M). NAESX pays higher dividends than JUSPX: NAESX (1.28) vs JUSPX (0.10). JUSPX was incepted earlier than NAESX: JUSPX (9 years) vs NAESX (65 years). JUSPX (1.22) is less costly to investors than NAESX (0.17). JUSPX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JUSPX has a lower initial minimum investment than NAESX: JUSPX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 2.40 vs. JUSPX (-12.56). NAESX return over 5 years is better than : 61.97 vs. JUSPX (11.85).
| JUSPX | NAESX | JUSPX / NAESX | |
| Total Expense Ratio | 1.22 | 0.17 | 718% |
| Annual Report Gross Expense Ratio | 1.22 | 0.17 | 718% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -1.995 | -0.351 | 569% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 920M | 153B | 1% |
| Annual Yield % from dividends | 0.10 | 1.28 | 8% |
| Returns for 1 year | -12.56 | 2.40 | -523% |
| Returns for 3 years | 13.63 | 34.84 | 39% |
| Returns for 5 years | 11.85 | 61.97 | 19% |
| Returns for 10 years | N/A | 103.02 | - |
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