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JGSMX vs VEXPX
JGSMX vs VEXPX Comparison
Open Charts JGSMX vs VEXPX
JPMorgan Small Cap Growth R6
Price$23.87
Change-$0.12 (-0.50%)
VolumeN/A
Net Assets2.99B
JGSMX vs VEXPX Comparison Chart in %
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JGSMX vs. VEXPX 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 VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.6B vs. JGSMX (2.99B). JGSMX pays higher dividends than VEXPX: JGSMX (0.84) vs VEXPX (0.38). JGSMX was incepted earlier than VEXPX: JGSMX (15 years) vs VEXPX (58 years). JGSMX (0.75) is less costly to investors than VEXPX (0.44). JGSMX is a more actively managed with annual turnover of: 48.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than JGSMX: VEXPX (3000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 6.74 vs. VEXPX (-3.30). VEXPX return over 5 years is better than : 3.49 vs. JGSMX (-12.58).
| JGSMX | VEXPX | JGSMX / VEXPX | |
| Total Expense Ratio | 0.74 | 0.44 | 168% |
| Annual Report Gross Expense Ratio | 0.75 | 0.44 | 170% |
| Fund Existence | 15 years | 58 years | - |
| Gain YTD | 6.944 | 4.672 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 20.6B | 15% |
| Annual Yield % from dividends | 0.84 | 0.38 | 220% |
| Returns for 1 year | 6.74 | -3.30 | -204% |
| Returns for 3 years | 33.63 | 25.83 | 130% |
| Returns for 5 years | -12.58 | 3.49 | -360% |
| Returns for 10 years | 72.72 | 34.37 | 212% |
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