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JGSMX vs VEXPX
JGSMX vs VEXPX Comparison
Open Charts JGSMX vs VEXPX
JPMorgan Small Cap Growth R6
Price$20.88
Change-$0.39 (-1.83%)
VolumeN/A
Net Assets3.14B
JGSMX vs VEXPX Comparison Chart
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JGSMX vs. VEXPX commentary
Jun 16, 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: 19.4B vs. JGSMX (3.14B). JGSMX pays higher dividends than VEXPX: JGSMX (0.96) vs VEXPX (0.42). 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: 43.00 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 : -0.46 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. JGSMX (1.49).
| 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 | -6.452 | -4.593 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 19.4B | 16% |
| Annual Yield % from dividends | 0.96 | 0.42 | 227% |
| Returns for 1 year | -0.46 | -4.59 | 10% |
| Returns for 3 years | 25.60 | 16.76 | 153% |
| Returns for 5 years | 1.49 | 12.47 | 12% |
| Returns for 10 years | 31.47 | 8.96 | 351% |
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