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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.40
Change+$0.26 (+1.12%)
VolumeN/A
Net Assets3.16B
Neuberger Berman Genesis R6
Price$63.48
Change+$0.48 (+0.76%)
VolumeN/A
Net Assets8.89B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Sep 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 Hold and NRGSX is a Buy.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.89B vs. JGSMX (3.16B). JGSMX pays higher dividends than NRGSX: JGSMX (0.86) 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: 43.00 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 : 7.01 vs. NRGSX (-6.97). NRGSX return over 5 years is better than : 7.76 vs. JGSMX (-3.63).
| 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 | 4.839 | -2.862 | -169% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 8.89B | 35% |
| Annual Yield % from dividends | 0.86 | 0.06 | 1,358% |
| Returns for 1 year | 7.01 | -6.97 | -100% |
| Returns for 3 years | 35.12 | 12.34 | 285% |
| Returns for 5 years | -3.63 | 7.76 | -47% |
| Returns for 10 years | 78.36 | 17.91 | 437% |
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