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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.74
Change-$0.19 (-0.79%)
VolumeN/A
Net Assets2.48B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Feb 04, 2026
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 StrongBuy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. JGSMX (2.48B). NRGSX pays higher dividends than JGSMX: NRGSX (0.48) vs JGSMX (0.31). 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 : 2.19 vs. NRGSX (-12.75). NRGSX return over 5 years is better than : -23.10 vs. JGSMX (-27.38).
| 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 | 5.605 | 5.452 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 8.49B | 29% |
| Annual Yield % from dividends | 0.31 | 0.48 | 65% |
| Returns for 1 year | 2.19 | -12.75 | -17% |
| Returns for 3 years | 21.18 | -6.33 | -334% |
| Returns for 5 years | -27.38 | -23.10 | 119% |
| Returns for 10 years | 127.39 | 24.83 | 513% |
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