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JUSSX vs NAESX
JUSSX vs NAESX Comparison
Open Charts JUSSX vs NAESX
JPMorgan US Small Company L
Price$18.93
Change-$0.24 (-1.25%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$120.30
Change-$1.38 (-1.13%)
VolumeN/A
CapitalizationN/A
JUSSX vs NAESX Comparison Chart
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JUSSX vs. NAESX commentary
Dec 18, 2024
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: 167B vs. JUSSX (1.08B). 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 : 19.54 vs. JUSSX (11.08). NAESX return over 5 years is better than : 53.79 vs. JUSSX (8.05).
| 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 | 8.918 | 17.994 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.08B | 167B | 1% |
| Annual Yield % from dividends | 0.47 | 1.31 | 36% |
| Returns for 1 year | 11.08 | 19.54 | 57% |
| Returns for 3 years | 1.81 | 15.71 | 12% |
| Returns for 5 years | 8.05 | 53.79 | 15% |
| Returns for 10 years | 19.19 | 124.30 | 15% |
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