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JUSYX vs NAESX
JUSYX vs NAESX Comparison
Open Charts JUSYX vs NAESX
JPMorgan US Small Company R5
Price$18.16
Change-$0.09 (-0.49%)
VolumeN/A
Net Assets928.68M
Vanguard Small Cap Index I
Price$117.84
Change-$0.44 (-0.37%)
VolumeN/A
Net Assets154.18B
JUSYX vs NAESX Comparison Chart in %
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JUSYX vs. NAESX commentary
Aug 16, 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 JUSYX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 154B vs. JUSYX (929M). NAESX pays higher dividends than JUSYX: NAESX (1.25) vs JUSYX (0.46). JUSYX was incepted earlier than NAESX: JUSYX (9 years) vs NAESX (65 years). JUSYX (0.82) is less costly to investors than NAESX (0.17). JUSYX is a more actively managed with annual turnover of: 61.00 vs. NAESX (13.00). JUSYX has a lower initial minimum investment than NAESX: JUSYX (0) vs NAESX (3000). NAESX annual gain was more profitable for investors over the last year : 9.55 vs. JUSYX (-1.66). NAESX return over 5 years is better than : 58.12 vs. JUSYX (8.75).
| JUSYX | NAESX | JUSYX / NAESX | |
| Total Expense Ratio | 0.82 | 0.17 | 482% |
| Annual Report Gross Expense Ratio | 0.82 | 0.17 | 482% |
| Fund Existence | 9 years | 65 years | - |
| Gain YTD | 1.898 | 2.876 | 66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 929M | 154B | 1% |
| Annual Yield % from dividends | 0.46 | 1.25 | 37% |
| Returns for 1 year | -1.66 | 9.55 | -17% |
| Returns for 3 years | 4.60 | 20.84 | 22% |
| Returns for 5 years | 8.75 | 58.12 | 15% |
| Returns for 10 years | N/A | 113.38 | - |
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