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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$21.85
Change+$0.21 (+0.97%)
VolumeN/A
Net Assets3.3B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Jul 05, 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 JGSVX is a StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JGSVX (3.3B). JGSVX pays higher dividends than VEXPX: JGSVX (0.80) vs VEXPX (0.40). JGSVX was incepted earlier than VEXPX: JGSVX (9 years) vs VEXPX (58 years). JGSVX (0.86) is less costly to investors than VEXPX (0.44). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JGSVX has a lower initial minimum investment than VEXPX: JGSVX (0) vs VEXPX (3000). JGSVX annual gain was more profitable for investors over the last year : 5.81 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. JGSVX (-0.10).
| JGSVX | VEXPX | JGSVX / VEXPX | |
| Total Expense Ratio | 0.84 | 0.44 | 191% |
| Annual Report Gross Expense Ratio | 0.86 | 0.44 | 195% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | -0.365 | 0.739 | -49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 19.4B | 17% |
| Annual Yield % from dividends | 0.80 | 0.40 | 197% |
| Returns for 1 year | 5.81 | 1.30 | 446% |
| Returns for 3 years | 26.77 | 20.99 | 128% |
| Returns for 5 years | -0.10 | 13.29 | -1% |
| Returns for 10 years | N/A | 18.24 | - |
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