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JUSYX vs NAESX
JUSYX vs NAESX Comparison
Open Charts JUSYX vs NAESX
JPMorgan US Small Company R5
Price$17.77
Change-$0.25 (-1.39%)
VolumeN/A
Net Assets930.23M
Vanguard Small Cap Index I
Price$116.13
Change-$1.18 (-1.01%)
VolumeN/A
Net Assets153.28B
JUSYX vs NAESX Comparison Chart in %
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JUSYX vs. NAESX commentary
Jul 13, 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 StrongBuy and NAESX is a Buy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 153B vs. JUSYX (930M). NAESX pays higher dividends than JUSYX: NAESX (1.28) vs JUSYX (0.47). 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 : 9.85 vs. JUSYX (-4.13). NAESX return over 5 years is better than : 70.57 vs. JUSYX (23.84).
| 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 | 0.614 | 2.033 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 930M | 153B | 1% |
| Annual Yield % from dividends | 0.47 | 1.28 | 37% |
| Returns for 1 year | -4.13 | 9.85 | -42% |
| Returns for 3 years | 19.09 | 38.97 | 49% |
| Returns for 5 years | 23.84 | 70.57 | 34% |
| Returns for 10 years | N/A | 106.53 | - |
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