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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.87
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets2.99B
Neuberger Berman Genesis R6
Price$62.80
Change+$0.25 (+0.40%)
VolumeN/A
Net Assets8.71B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Oct 20, 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: 8.71B vs. JGSMX (2.99B). JGSMX pays higher dividends than NRGSX: JGSMX (0.84) vs NRGSX (0.06). 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 : 6.74 vs. NRGSX (-10.12). NRGSX return over 5 years is better than : -2.32 vs. JGSMX (-12.58).
| 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 | 6.944 | -3.902 | -178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 8.71B | 34% |
| Annual Yield % from dividends | 0.84 | 0.06 | 1,288% |
| Returns for 1 year | 6.74 | -10.12 | -67% |
| Returns for 3 years | 33.63 | 5.90 | 570% |
| Returns for 5 years | -12.58 | -2.32 | 542% |
| Returns for 10 years | 72.72 | 10.24 | 710% |
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