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JUSYX vs NAESX
JUSYX vs NAESX Comparison
Open Charts JUSYX vs NAESX
JPMorgan US Small Company R5
Price$17.00
Change-$0.06 (-0.35%)
VolumeN/A
Net Assets905.91M
Vanguard Small Cap Index I
Price$111.80
Change-$0.14 (-0.13%)
VolumeN/A
Net Assets147.56B
JUSYX vs NAESX Comparison Chart
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JUSYX vs. NAESX commentary
Jun 14, 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 Buy and NAESX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NAESX has more cash in the bank: 148B vs. JUSYX (906M). NAESX pays higher dividends than JUSYX: NAESX (1.35) vs JUSYX (0.49). 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 : 6.18 vs. JUSYX (-6.88). NAESX return over 5 years is better than : 66.07 vs. JUSYX (17.32).
| 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 | -4.746 | -2.704 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 906M | 148B | 1% |
| Annual Yield % from dividends | 0.49 | 1.35 | 37% |
| Returns for 1 year | -6.88 | 6.18 | -111% |
| Returns for 3 years | 12.97 | 33.06 | 39% |
| Returns for 5 years | 17.32 | 66.07 | 26% |
| Returns for 10 years | N/A | 97.52 | - |
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