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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$22.00
Change+$0.15 (+0.69%)
VolumeN/A
Net Assets3.28B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Jul 27, 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 Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.1B vs. JGSVX (3.28B). 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 : 1.98 vs. VEXPX (-1.35). VEXPX return over 5 years is better than : 11.12 vs. JGSVX (-3.05).
| 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 | 0.319 | 1.366 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 20.1B | 16% |
| Annual Yield % from dividends | 0.80 | 0.40 | 197% |
| Returns for 1 year | 1.98 | -1.35 | -146% |
| Returns for 3 years | 21.89 | 17.05 | 128% |
| Returns for 5 years | -3.05 | 11.12 | -27% |
| Returns for 10 years | N/A | 20.57 | - |
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