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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$16.90
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets893.2M
Vanguard Small Cap Index I
Price$110.83
Change+$0.56 (+0.51%)
VolumeN/A
Net Assets147.56B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Jun 20, 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: 148B vs. JUSSX (893M). NAESX pays higher dividends than JUSSX: NAESX (1.35) vs JUSSX (0.47). 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 : 6.37 vs. JUSSX (-6.39). NAESX return over 5 years is better than : 60.96 vs. JUSSX (13.88).
| 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 | -6.163 | -3.668 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 893M | 148B | 1% |
| Annual Yield % from dividends | 0.47 | 1.35 | 35% |
| Returns for 1 year | -6.39 | 6.37 | -100% |
| Returns for 3 years | 15.40 | 35.56 | 43% |
| Returns for 5 years | 13.88 | 60.96 | 23% |
| Returns for 10 years | -1.13 | 92.61 | -1% |
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