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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$22.67
Change-$0.86 (-3.65%)
VolumeN/A
Net Assets2.94B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Nov 14, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. JGSVX (2.94B). JGSVX pays higher dividends than VEXPX: JGSVX (0.70) vs VEXPX (0.38). 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: 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 : -1.99 vs. VEXPX (-7.06). VEXPX return over 5 years is better than : -1.46 vs. JGSVX (-18.72).
| 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 | 3.374 | 3.767 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 20.5B | 14% |
| Annual Yield % from dividends | 0.70 | 0.38 | 187% |
| Returns for 1 year | -1.99 | -7.06 | 28% |
| Returns for 3 years | 26.36 | 18.11 | 146% |
| Returns for 5 years | -18.72 | -1.46 | 1,280% |
| Returns for 10 years | N/A | 33.22 | - |
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