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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$23.86
Change+$0.35 (+1.49%)
VolumeN/A
Net Assets2.89B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Dec 05, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. JGSVX (2.89B). 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 (0.86) 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 : 1.29 vs. VEXPX (-5.31). VEXPX return over 5 years is better than : -4.27 vs. JGSVX (-20.28).
| 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 | 8.801 | 8.099 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.89B | 20.5B | 14% |
| Annual Yield % from dividends | 0.71 | 0.37 | 192% |
| Returns for 1 year | 1.29 | -5.31 | -24% |
| Returns for 3 years | 30.54 | 19.62 | 156% |
| Returns for 5 years | -20.28 | -4.27 | 475% |
| Returns for 10 years | N/A | 36.04 | - |
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