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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$22.65
Change-$0.14 (-0.61%)
VolumeN/A
Net Assets2.8B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Dec 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 Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.7B vs. JGSVX (2.8B). JGSVX pays higher dividends than VEXPX: JGSVX (0.71) vs VEXPX (0.37). JGSVX was incepted earlier than VEXPX: JGSVX (9 years) vs VEXPX (58 years). JGSVX (0.85) is less costly to investors than VEXPX (0.44). JGSVX is a more actively managed with annual turnover of: 48.00 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 : 1.03 vs. VEXPX (-5.86). VEXPX return over 5 years is better than : -9.82 vs. JGSVX (-27.05).
| JGSVX | VEXPX | JGSVX / VEXPX | |
| Total Expense Ratio | 0.84 | 0.44 | 191% |
| Annual Report Gross Expense Ratio | 0.85 | 0.44 | 193% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | 3.283 | 1.862 | 176% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.8B | 20.7B | 14% |
| Annual Yield % from dividends | 0.71 | 0.37 | 192% |
| Returns for 1 year | 1.03 | -5.86 | -18% |
| Returns for 3 years | 36.11 | 26.81 | 135% |
| Returns for 5 years | -27.05 | -9.82 | 276% |
| Returns for 10 years | N/A | 43.59 | - |
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