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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.09
Change-$0.88 (-3.67%)
VolumeN/A
Net Assets2.83B
Neuberger Berman Genesis R6
Price$61.95
Change-$0.68 (-1.09%)
VolumeN/A
Net Assets8.43B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Nov 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 JGSMX is a Hold and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.43B vs. JGSMX (2.83B). JGSMX pays higher dividends than NRGSX: JGSMX (0.79) 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 (13.00). 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 : 1.26 vs. NRGSX (-13.93). NRGSX return over 5 years is better than : -6.57 vs. JGSMX (-14.99).
| 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 | 7.392 | -4.162 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.83B | 8.43B | 34% |
| Annual Yield % from dividends | 0.79 | 0.07 | 1,200% |
| Returns for 1 year | 1.26 | -13.93 | -9% |
| Returns for 3 years | 30.00 | -1.73 | -1,731% |
| Returns for 5 years | -14.99 | -6.57 | 228% |
| Returns for 10 years | 70.76 | 10.77 | 657% |
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