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JUSQX vs NAESX
JUSQX vs NAESX Comparison
Open Charts JUSQX vs NAESX
JPMorgan US Small Company R4
Price$15.19
Change-$1.09 (-6.70%)
VolumeN/A
Net Assets892.49M
Vanguard Small Cap Index I
Price$101.10
Change-$7.24 (-6.68%)
VolumeN/A
Net Assets153.45B
JUSQX vs NAESX Comparison Chart
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JUSQX 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 JUSQX is a Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSQX (892M). 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 : 1.18 vs. JUSQX (-12.18). NAESX return over 5 years is better than : 115.68 vs. JUSQX (47.21).
| 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 | -8.796 | -5.833 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 892M | 153B | 1% |
| Annual Yield % from dividends | 0.34 | 1.39 | 25% |
| Returns for 1 year | -12.18 | 1.18 | -1,036% |
| Returns for 3 years | -10.26 | 6.44 | -159% |
| Returns for 5 years | 47.21 | 115.68 | 41% |
| Returns for 10 years | N/A | 90.61 | - |
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