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JGRQX vs VEXPX
JGRQX vs VEXPX Comparison
Open Charts JGRQX vs VEXPX
JPMorgan Small Cap Growth R3
Price$17.47
Change-$0.21 (-1.19%)
VolumeN/A
Net Assets3.17B
JGRQX vs VEXPX Comparison Chart in %
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JGRQX vs. VEXPX commentary
Aug 20, 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 JGRQX is a StrongBuy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. JGRQX (3.17B). JGRQX pays higher dividends than VEXPX: JGRQX (0.52) vs VEXPX (0.40). JGRQX was incepted earlier than VEXPX: JGRQX (8 years) vs VEXPX (58 years). JGRQX (1.29) is less costly to investors than VEXPX (0.44). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JGRQX has a lower initial minimum investment than VEXPX: JGRQX (0) vs VEXPX (3000). JGRQX annual gain was more profitable for investors over the last year : 2.03 vs. VEXPX (-2.33). VEXPX return over 5 years is better than : 5.86 vs. JGRQX (-16.92).
| JGRQX | VEXPX | JGRQX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.44 | 282% |
| Annual Report Gross Expense Ratio | 1.29 | 0.44 | 293% |
| Fund Existence | 8 years | 58 years | - |
| Gain YTD | -1.244 | 1.531 | -81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 19.9B | 16% |
| Annual Yield % from dividends | 0.52 | 0.40 | 130% |
| Returns for 1 year | 2.03 | -2.33 | -87% |
| Returns for 3 years | 8.00 | 9.55 | 84% |
| Returns for 5 years | -16.92 | 5.86 | -289% |
| Returns for 10 years | N/A | 28.25 | - |
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