Interact to see
Advertisement
Advertisement
JGSMX vs VEXPX
JGSMX vs VEXPX Comparison
Open Charts JGSMX vs VEXPX
JPMorgan Small Cap Growth R6
Price$22.24
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets3.3B
JGSMX vs VEXPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. VEXPX commentary
Jul 07, 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 StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JGSMX (3.3B). JGSMX pays higher dividends than VEXPX: JGSMX (0.90) vs VEXPX (0.40). 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 : 5.88 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. JGSMX (0.61).
| 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 | -0.358 | 0.739 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 19.4B | 17% |
| Annual Yield % from dividends | 0.90 | 0.40 | 223% |
| Returns for 1 year | 5.88 | 1.30 | 451% |
| Returns for 3 years | 27.11 | 20.99 | 129% |
| Returns for 5 years | 0.61 | 13.29 | 5% |
| Returns for 10 years | 41.89 | 18.24 | 230% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers