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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.07
Change-$0.15 (-0.65%)
VolumeN/A
Net Assets2.78B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Dec 28, 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 JGSMX is a Buy and NRGSX is a StrongBuy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.19B vs. JGSMX (2.78B). JGSMX pays higher dividends than NRGSX: JGSMX (0.80) vs NRGSX (0.07). JGSMX was incepted earlier than NRGSX: JGSMX (15 years) vs NRGSX (13 years). JGSMX (0.75) and NRGSX (0.74) have similar cost to investors . JGSMX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (23.00). NRGSX has a lower initial minimum investment than JGSMX: NRGSX (0) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 1.10 vs. NRGSX (-17.45). NRGSX return over 5 years is better than : -21.20 vs. JGSMX (-26.56).
| JGSMX | NRGSX | JGSMX / NRGSX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 3.360 | -15.960 | -21% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 8.19B | 34% |
| Annual Yield % from dividends | 0.80 | 0.07 | 1,235% |
| Returns for 1 year | 1.10 | -17.45 | -6% |
| Returns for 3 years | 36.50 | 1.18 | 3,083% |
| Returns for 5 years | -26.56 | -21.20 | 125% |
| Returns for 10 years | 72.73 | 6.91 | 1,053% |
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