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JUSQX vs NAESX
JUSQX vs NAESX Comparison
Open Charts JUSQX vs NAESX
JPMorgan US Small Company R4
Price$17.87
Change+$0.16 (+0.90%)
VolumeN/A
Net Assets939.52M
Vanguard Small Cap Index I
Price$116.62
Change+$0.82 (+0.71%)
VolumeN/A
Net Assets147.56B
JUSQX vs NAESX Comparison Chart in %
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JUSQX vs. NAESX commentary
Jul 05, 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 JUSQX is a StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSQX (940M). NAESX pays higher dividends than JUSQX: NAESX (1.28) vs JUSQX (0.32). JUSQX was incepted earlier than NAESX: JUSQX (9 years) vs NAESX (65 years). JUSQX (0.97) is less costly to investors than NAESX (0.17). JUSQX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JUSQX has a lower initial minimum investment than NAESX: JUSQX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 11.43 vs. JUSQX (-1.72). NAESX return over 5 years is better than : 68.13 vs. JUSQX (19.78).
| JUSQX | NAESX | JUSQX / NAESX | |
| Total Expense Ratio | 0.97 | 0.17 | 571% |
| Annual Report Gross Expense Ratio | 0.97 | 0.17 | 571% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | -0.784 | 0.719 | -109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 940M | 148B | 1% |
| Annual Yield % from dividends | 0.32 | 1.28 | 25% |
| Returns for 1 year | -1.72 | 11.43 | -15% |
| Returns for 3 years | 16.80 | 36.86 | 46% |
| Returns for 5 years | 19.78 | 68.13 | 29% |
| Returns for 10 years | N/A | 107.36 | - |
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