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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$19.11
Change-$0.19 (-0.98%)
VolumeN/A
Net Assets953.58M
Vanguard Small Cap Index I
Price$122.38
Change-$1.27 (-1.03%)
VolumeN/A
Net Assets161.26B
JUSSX vs NAESX Comparison Chart in %
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JUSSX vs. NAESX commentary
Sep 15, 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: 161B vs. JUSSX (954M). NAESX pays higher dividends than JUSSX: NAESX (1.20) vs JUSSX (0.42). 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 : 13.21 vs. JUSSX (2.51). NAESX return over 5 years is better than : 70.59 vs. JUSSX (20.61).
| 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 | 6.108 | 6.442 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 954M | 161B | 1% |
| Annual Yield % from dividends | 0.42 | 1.20 | 35% |
| Returns for 1 year | 2.51 | 13.21 | 19% |
| Returns for 3 years | 19.21 | 35.98 | 53% |
| Returns for 5 years | 20.61 | 70.59 | 29% |
| Returns for 10 years | 23.07 | 131.44 | 18% |
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