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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$15.53
Change+$0.25 (+1.64%)
VolumeN/A
Net Assets878.53M
Vanguard Small Cap Index I
Price$108.34
Change+$1.71 (+1.60%)
VolumeN/A
Net Assets153.45B
JUSPX vs NAESX Comparison Chart
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JUSPX vs. NAESX commentary
Apr 04, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSPX (879M). NAESX pays higher dividends than JUSPX: NAESX (1.39) vs JUSPX (0.11). 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 (12.00). 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 : -0.01 vs. JUSPX (-13.53). NAESX return over 5 years is better than : 112.27 vs. JUSPX (41.15).
| 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 | -10.329 | -7.319 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 879M | 153B | 1% |
| Annual Yield % from dividends | 0.11 | 1.39 | 8% |
| Returns for 1 year | -13.53 | -0.01 | 115,336% |
| Returns for 3 years | -12.88 | 4.92 | -262% |
| Returns for 5 years | 41.15 | 112.27 | 37% |
| Returns for 10 years | N/A | 88.79 | - |
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