Ad is loading...
JUSYX vs NAESX
JUSYX vs NAESX Comparison
Open Charts JUSYX vs NAESX
JPMorgan US Small Company R5
Price$17.97
Change-$0.87 (-4.62%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Index I
Price$115.41
Change-$4.89 (-4.06%)
VolumeN/A
CapitalizationN/A
JUSYX vs NAESX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JUSYX vs. NAESX commentary
Dec 19, 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 JUSYX is a Hold and NAESX is a Hold.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 167B vs. JUSYX (1.07B). NAESX pays higher dividends than JUSYX: NAESX (1.31) vs JUSYX (0.50). JUSYX was incepted earlier than NAESX: JUSYX (8 years) vs NAESX (64 years). JUSYX is a more actively managed with annual turnover of: 83.00 vs. NAESX (12.00). 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 : 19.54 vs. JUSYX (11.04). NAESX return over 5 years is better than : 53.79 vs. JUSYX (7.87).
| JUSYX | NAESX | JUSYX / NAESX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 64 years | - |
| Gain YTD | 8.902 | 17.994 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.07B | 167B | 1% |
| Annual Yield % from dividends | 0.50 | 1.31 | 38% |
| Returns for 1 year | 11.04 | 19.54 | 57% |
| Returns for 3 years | 1.70 | 15.71 | 11% |
| Returns for 5 years | 7.87 | 53.79 | 15% |
| Returns for 10 years | N/A | 124.30 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...