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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$16.41
Change-$0.45 (-2.67%)
VolumeN/A
Net Assets901.17M
Vanguard Small Cap Index I
Price$108.66
Change-$3.08 (-2.76%)
VolumeN/A
Net Assets139.54B
JUSSX vs NAESX Comparison Chart
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JUSSX vs. NAESX commentary
May 22, 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 JUSSX is a Buy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 140B vs. JUSSX (901M). NAESX pays higher dividends than JUSSX: NAESX (1.43) vs JUSSX (0.50). JUSSX was incepted earlier than NAESX: JUSSX (32 years) vs NAESX (65 years). JUSSX (0.82) is less costly to investors than NAESX (0.17). JUSSX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). NAESX has a lower initial minimum investment than JUSSX: NAESX (3000) vs JUSSX (3000000). NAESX annual gain was more profitable for investors over the last year : 3.90 vs. JUSSX (-10.28). NAESX return over 5 years is better than : 72.06 vs. JUSSX (18.56).
| JUSSX | NAESX | JUSSX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 32 years | 65 years | - |
| Gain YTD | -6.385 | -2.877 | 222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 901M | 140B | 1% |
| Annual Yield % from dividends | 0.50 | 1.43 | 35% |
| Returns for 1 year | -10.28 | 3.90 | -264% |
| Returns for 3 years | 6.55 | 27.11 | 24% |
| Returns for 5 years | 18.56 | 72.06 | 26% |
| Returns for 10 years | 1.27 | 96.13 | 1% |
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