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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$18.25
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets922.42M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Aug 17, 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 Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JUSSX (922M). NAESX pays higher dividends than JUSSX: NAESX (1.25) vs JUSSX (0.44). 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 : 9.15 vs. JUSSX (-2.15). NAESX return over 5 years is better than : 57.53 vs. JUSSX (8.39).
| 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 | 1.333 | 2.494 | 53% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 922M | 154B | 1% |
| Annual Yield % from dividends | 0.44 | 1.25 | 35% |
| Returns for 1 year | -2.15 | 9.15 | -24% |
| Returns for 3 years | 4.19 | 20.39 | 21% |
| Returns for 5 years | 8.39 | 57.53 | 15% |
| Returns for 10 years | 13.37 | 112.59 | 12% |
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