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JSGZX vs VEXPX
JSGZX vs VEXPX Comparison
Open Charts JSGZX vs VEXPX
JPMorgan Small Cap Growth R2
Price$16.45
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets3.3B
JSGZX vs VEXPX Comparison Chart in %
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JSGZX vs. VEXPX commentary
Jul 06, 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 JSGZX is a StrongBuy and VEXPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JSGZX (3.3B). VEXPX pays higher dividends than JSGZX: VEXPX (0.40) vs JSGZX (0.35). JSGZX was incepted earlier than VEXPX: JSGZX (17 years) vs VEXPX (58 years). JSGZX (1.53) is less costly to investors than VEXPX (0.44). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JSGZX has a lower initial minimum investment than VEXPX: JSGZX (0) vs VEXPX (3000). JSGZX annual gain was more profitable for investors over the last year : 5.06 vs. VEXPX (1.30). VEXPX return over 5 years is better than : 13.29 vs. JSGZX (-8.15).
| JSGZX | VEXPX | JSGZX / VEXPX | |
| Total Expense Ratio | 1.49 | 0.44 | 339% |
| Annual Report Gross Expense Ratio | 1.53 | 0.44 | 348% |
| Fund Existence | 17 years | 58 years | - |
| Gain YTD | -0.724 | 0.739 | -98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 19.4B | 17% |
| Annual Yield % from dividends | 0.35 | 0.40 | 86% |
| Returns for 1 year | 5.06 | 1.30 | 388% |
| Returns for 3 years | 24.10 | 20.99 | 115% |
| Returns for 5 years | -8.15 | 13.29 | -61% |
| Returns for 10 years | 17.14 | 18.24 | 94% |
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