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JUSQX vs NAESX
JUSQX vs NAESX Comparison
Open Charts JUSQX vs NAESX
JPMorgan US Small Company R4
Price$15.56
Change+$0.28 (+1.83%)
VolumeN/A
Net Assets835.3M
Vanguard Small Cap Index I
Price$103.13
Change+$2.17 (+2.15%)
VolumeN/A
Net Assets143.36B
JUSQX vs NAESX Comparison Chart
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JUSQX 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 JUSQX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 143B vs. JUSQX (835M). NAESX pays higher dividends than JUSQX: NAESX (1.39) vs JUSQX (0.34). 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 (12.00). 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 : -2.36 vs. JUSQX (-14.16). NAESX return over 5 years is better than : 71.57 vs. JUSQX (18.02).
| 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 | -14.398 | -12.247 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 835M | 143B | 1% |
| Annual Yield % from dividends | 0.34 | 1.39 | 25% |
| Returns for 1 year | -14.16 | -2.36 | 599% |
| Returns for 3 years | -11.15 | 4.67 | -239% |
| Returns for 5 years | 18.02 | 71.57 | 25% |
| Returns for 10 years | N/A | 78.60 | - |