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JUSYX vs NAESX
JUSYX vs NAESX Comparison
Open Charts JUSYX vs NAESX
JPMorgan US Small Company R5
Price$18.87
Change+$0.23 (+1.23%)
VolumeN/A
Net Assets953.06M
Vanguard Small Cap Index I
Price$122.44
Change+$0.86 (+0.71%)
VolumeN/A
Net Assets161.26B
JUSYX vs NAESX Comparison Chart in %
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JUSYX vs. NAESX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 161B vs. JUSYX (953M). NAESX pays higher dividends than JUSYX: NAESX (1.20) vs JUSYX (0.44). 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 : 13.62 vs. JUSYX (1.62). NAESX return over 5 years is better than : 66.60 vs. JUSYX (15.56).
| 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 | 5.360 | 6.494 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 953M | 161B | 1% |
| Annual Yield % from dividends | 0.44 | 1.20 | 37% |
| Returns for 1 year | 1.62 | 13.62 | 12% |
| Returns for 3 years | 20.60 | 39.23 | 53% |
| Returns for 5 years | 15.56 | 66.60 | 23% |
| Returns for 10 years | N/A | 132.36 | - |
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