Ad is loading...
JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$18.68
Change+$0.20 (+1.08%)
VolumeN/A
Net Assets1.02B
Vanguard Small Cap Index I
Price$120.74
Change+$1.42 (+1.19%)
VolumeN/A
Net Assets155.27B
JUSSX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSSX vs. NAESX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 155B vs. JUSSX (1.02B). NAESX pays higher dividends than JUSSX: NAESX (1.31) vs JUSSX (0.47). JUSSX was incepted earlier than NAESX: JUSSX (31 years) vs NAESX (64 years). JUSSX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). 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 : 20.30 vs. JUSSX (9.82). NAESX return over 5 years is better than : 55.79 vs. JUSSX (11.40).
| JUSSX | NAESX | JUSSX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 31 years | 64 years | - |
| Gain YTD | 3.720 | 3.621 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.02B | 155B | 1% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | 9.82 | 20.30 | 48% |
| Returns for 3 years | 5.28 | 20.81 | 25% |
| Returns for 5 years | 11.40 | 55.79 | 20% |
| Returns for 10 years | 18.83 | 124.23 | 15% |