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JSGZX vs VEXRX
JSGZX vs VEXRX Comparison
Open Charts JSGZX vs VEXRX
JPMorgan Small Cap Growth R2
Price$16.45
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets3.3B
Vanguard Explorer Adm
Price$107.70
Change+$0.84 (+0.79%)
VolumeN/A
Net Assets19.41B
JSGZX vs VEXRX Comparison Chart in %
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JSGZX vs. VEXRX 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JSGZX (3.3B). VEXRX pays higher dividends than JSGZX: VEXRX (0.52) vs JSGZX (0.35). JSGZX was incepted earlier than VEXRX: JSGZX (17 years) vs VEXRX (24 years). JSGZX (1.53) is less costly to investors than VEXRX (0.33). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). JSGZX has a lower initial minimum investment than VEXRX: JSGZX (0) vs VEXRX (50000). JSGZX annual gain was more profitable for investors over the last year : 5.06 vs. VEXRX (1.29). VEXRX return over 5 years is better than : 13.21 vs. JSGZX (-8.15).
| JSGZX | VEXRX | JSGZX / VEXRX | |
| Total Expense Ratio | 1.49 | 0.33 | 452% |
| Annual Report Gross Expense Ratio | 1.53 | 0.33 | 464% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -0.724 | 0.796 | -91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 19.4B | 17% |
| Annual Yield % from dividends | 0.35 | 0.52 | 67% |
| Returns for 1 year | 5.06 | 1.29 | 393% |
| Returns for 3 years | 24.10 | 20.96 | 115% |
| Returns for 5 years | -8.15 | 13.21 | -62% |
| Returns for 10 years | 17.14 | 18.20 | 94% |
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