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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$23.30
Change-$0.20 (-0.85%)
VolumeN/A
Net Assets2.48B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Feb 04, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.2B vs. JGSVX (2.48B). VEXPX pays higher dividends than JGSVX: VEXPX (0.41) vs JGSVX (0.22). 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). VEXPX is a more actively managed with annual turnover of: 51.00 vs. JGSVX (48.00). 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 : 1.95 vs. VEXPX (0.69). VEXPX return over 5 years is better than : -12.99 vs. JGSVX (-27.97).
| 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 | 5.573 | 4.085 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.48B | 20.2B | 12% |
| Annual Yield % from dividends | 0.22 | 0.41 | 54% |
| Returns for 1 year | 1.95 | 0.69 | 282% |
| Returns for 3 years | 20.71 | 13.47 | 154% |
| Returns for 5 years | -27.97 | -12.99 | 215% |
| Returns for 10 years | N/A | 72.10 | - |
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