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JGRQX vs VEXPX
JGRQX vs VEXPX Comparison
Open Charts JGRQX vs VEXPX
JPMorgan Small Cap Growth R3
Price$18.48
Change+$0.20 (+1.09%)
VolumeN/A
Net Assets3.16B
JGRQX vs VEXPX Comparison Chart in %
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JGRQX vs. VEXPX commentary
Sep 27, 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 JGRQX is a Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. JGRQX (3.16B). JGRQX pays higher dividends than VEXPX: JGRQX (0.51) vs VEXPX (0.39). JGRQX was incepted earlier than VEXPX: JGRQX (8 years) vs VEXPX (58 years). JGRQX (1.29) is less costly to investors than VEXPX (0.44). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JGRQX has a lower initial minimum investment than VEXPX: JGRQX (0) vs VEXPX (3000). JGRQX annual gain was more profitable for investors over the last year : 6.45 vs. VEXPX (-1.58). VEXPX return over 5 years is better than : 13.68 vs. JGRQX (-9.81).
| JGRQX | VEXPX | JGRQX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.44 | 282% |
| Annual Report Gross Expense Ratio | 1.29 | 0.44 | 293% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | 4.466 | 4.863 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 20.5B | 15% |
| Annual Yield % from dividends | 0.51 | 0.39 | 132% |
| Returns for 1 year | 6.45 | -1.58 | -409% |
| Returns for 3 years | 32.97 | 31.61 | 104% |
| Returns for 5 years | -9.81 | 13.68 | -72% |
| Returns for 10 years | N/A | 42.38 | - |
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