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JUSPX vs NAESX
JUSPX vs NAESX Comparison
Open Charts JUSPX vs NAESX
JPMorgan US Small Company R3
Price$14.58
Change+$0.25 (+1.74%)
VolumeN/A
Net Assets821.33M
Vanguard Small Cap Index I
Price$100.96
Change+$1.49 (+1.50%)
VolumeN/A
Net Assets143.36B
JUSPX vs NAESX Comparison Chart
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JUSPX vs. NAESX commentary
Apr 25, 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 Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JUSPX (821M). 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 : -3.88 vs. JUSPX (-16.45). NAESX return over 5 years is better than : 69.04 vs. JUSPX (13.06).
| 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 | -15.904 | -13.542 | 117% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 821M | 143B | 1% |
| Annual Yield % from dividends | 0.11 | 1.39 | 8% |
| Returns for 1 year | -16.45 | -3.88 | 424% |
| Returns for 3 years | -13.16 | 3.78 | -348% |
| Returns for 5 years | 13.06 | 69.04 | 19% |
| Returns for 10 years | N/A | 74.33 | - |
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