Interact to see
Advertisement
Advertisement
JGSMX vs VEXRX
JGSMX vs VEXRX Comparison
Open Charts JGSMX vs VEXRX
JPMorgan Small Cap Growth R6
Price$23.40
Change+$0.26 (+1.12%)
VolumeN/A
Net Assets3.16B
Vanguard Explorer Adm
Price$112.14
Change+$1.12 (+1.01%)
VolumeN/A
Net Assets20.46B
JGSMX vs VEXRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. JGSMX (3.16B). JGSMX pays higher dividends than VEXRX: JGSMX (0.86) vs VEXRX (0.50). JGSMX was incepted earlier than VEXRX: JGSMX (15 years) vs VEXRX (24 years). JGSMX (0.75) is less costly to investors than VEXRX (0.33). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than JGSMX: VEXRX (50000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 7.01 vs. VEXRX (-1.58). VEXRX return over 5 years is better than : 13.62 vs. JGSMX (-3.63).
| JGSMX | VEXRX | JGSMX / VEXRX | |
| Total Expense Ratio | 0.74 | 0.33 | 224% |
| Annual Report Gross Expense Ratio | 0.75 | 0.33 | 227% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 4.839 | 4.951 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 20.5B | 15% |
| Annual Yield % from dividends | 0.86 | 0.50 | 173% |
| Returns for 1 year | 7.01 | -1.58 | -444% |
| Returns for 3 years | 35.12 | 31.59 | 111% |
| Returns for 5 years | -3.63 | 13.62 | -27% |
| Returns for 10 years | 78.36 | 42.33 | 185% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| IDV | 36.46 | 0.37 | +1.03% |
| iShares International Select Div ETF | |||
| RSPE | 28.67 | 0.27 | +0.96% |
| Invesco ESG S&P 500 Equal Weight ETF | |||
| AVS | 10.45 | 0.07 | +0.67% |
| Direxion Daily AVGO Bear 1X Shares | |||
| MMTM | 282.23 | N/A | N/A |
| SPDR® S&P 1500 Momentum Tilt ETF | |||
| CCD | 20.77 | -0.15 | -0.72% |
| Calamos Dynamic Convertible & Income Fund | |||