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JGRQX vs VEXPX
JGRQX vs VEXPX Comparison
Open Charts JGRQX vs VEXPX
JPMorgan Small Cap Growth R3
Price$16.52
Change-$0.30 (-1.78%)
VolumeN/A
Net Assets3.14B
JGRQX vs VEXPX Comparison Chart
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JGRQX vs. VEXPX commentary
Jun 16, 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: 19.4B vs. JGRQX (3.14B). JGRQX pays higher dividends than VEXPX: JGRQX (0.56) vs VEXPX (0.42). 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 : -0.92 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. JGRQX (-4.95).
| 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 | -6.614 | -4.593 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 19.4B | 16% |
| Annual Yield % from dividends | 0.56 | 0.42 | 133% |
| Returns for 1 year | -0.92 | -4.59 | 20% |
| Returns for 3 years | 23.64 | 16.76 | 141% |
| Returns for 5 years | -4.95 | 12.47 | -40% |
| Returns for 10 years | N/A | 8.96 | - |
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