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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$18.95
Change-$0.25 (-1.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$118.02
Change-$1.27 (-1.06%)
VolumeN/A
CapitalizationN/A
JUSPX vs NAESX Comparison Chart
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JUSPX vs. NAESX commentary
Nov 18, 2024
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: 151B vs. JUSPX (1.05B). NAESX pays higher dividends than JUSPX: NAESX (1.31) vs JUSPX (0.17). JUSPX was incepted earlier than NAESX: JUSPX (8 years) vs NAESX (64 years). JUSPX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). JUSPX has a lower initial minimum investment than NAESX: JUSPX (0) vs NAESX (3000). NAESX (30.24) and JUSPX (28.98) have marching annual gain over last year. NAESX return over 5 years is better than : 55.43 vs. JUSPX (14.87).
| JUSPX | NAESX | JUSPX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 14.640 | 15.758 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.05B | 151B | 1% |
| Annual Yield % from dividends | 0.17 | 1.31 | 13% |
| Returns for 1 year | 28.98 | 30.24 | 96% |
| Returns for 3 years | -24.21 | 4.66 | -519% |
| Returns for 5 years | 14.87 | 55.43 | 27% |
| Returns for 10 years | N/A | 122.58 | - |
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