Interact to see
Advertisement
Advertisement
JSGZX vs NRGSX
JSGZX vs NRGSX Comparison
Open Charts JSGZX vs NRGSX
JPMorgan Small Cap Growth R2
Price$17.20
Change-$0.47 (-2.66%)
VolumeN/A
Net Assets2.47B
JSGZX vs NRGSX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. NRGSX 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 JSGZX is a StrongBuy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.49B vs. JSGZX (2.47B). NRGSX pays higher dividends than JSGZX: NRGSX (0.48) vs JSGZX (0.00). JSGZX was incepted earlier than NRGSX: JSGZX (17 years) vs NRGSX (13 years). JSGZX (1.53) is less costly to investors than NRGSX (0.74). JSGZX is a more actively managed with annual turnover of: 48.00 vs. NRGSX (23.00). JSGZX (0) and NRGSX (0) have matching initial minimum investment requirements. JSGZX annual gain was more profitable for investors over the last year : -0.58 vs. NRGSX (-12.75). NRGSX return over 5 years is better than : -23.10 vs. JSGZX (-33.98).
| JSGZX | NRGSX | JSGZX / NRGSX | |
| Total Expense Ratio | 1.49 | 0.74 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.74 | 207% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 5.521 | 5.452 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.47B | 8.49B | 29% |
| Annual Yield % from dividends | 0.00 | 0.48 | - |
| Returns for 1 year | -0.58 | -12.75 | 5% |
| Returns for 3 years | 16.22 | -6.33 | -256% |
| Returns for 5 years | -33.98 | -23.10 | 147% |
| Returns for 10 years | 85.97 | 24.83 | 346% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers