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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$20.51
Change-$0.38 (-1.82%)
VolumeN/A
Net Assets3.2B
JGSVX vs VEXPX Comparison Chart
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JGSVX vs. VEXPX commentary
Jun 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: 19.4B vs. JGSVX (3.2B). JGSVX pays higher dividends than VEXPX: JGSVX (0.85) vs VEXPX (0.42). 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 : -0.53 vs. VEXPX (-4.59). VEXPX return over 5 years is better than : 12.47 vs. JGSVX (0.71).
| 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 | -6.475 | -4.593 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 19.4B | 16% |
| Annual Yield % from dividends | 0.85 | 0.42 | 201% |
| Returns for 1 year | -0.53 | -4.59 | 12% |
| Returns for 3 years | 25.19 | 16.76 | 150% |
| Returns for 5 years | 0.71 | 12.47 | 6% |
| Returns for 10 years | N/A | 8.96 | - |
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