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JGSMX vs NRGSX
JGSMX vs NRGSX Comparison
Open Charts JGSMX vs NRGSX
JPMorgan Small Cap Growth R6
Price$23.93
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets3.04B
Neuberger Berman Genesis R6
Price$62.79
Change-$0.75 (-1.18%)
VolumeN/A
Net Assets8.85B
JGSMX vs NRGSX Comparison Chart in %
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JGSMX vs. NRGSX commentary
Oct 10, 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 JGSMX is a StrongBuy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.85B vs. JGSMX (3.04B). JGSMX pays higher dividends than NRGSX: JGSMX (0.84) vs NRGSX (0.06). JGSMX was incepted earlier than NRGSX: JGSMX (15 years) vs NRGSX (13 years). JGSMX (0.75) and NRGSX (0.74) have similar cost to investors . JGSMX is a more actively managed with annual turnover of: 43.00 vs. NRGSX (13.00). NRGSX has a lower initial minimum investment than JGSMX: NRGSX (0) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 10.43 vs. NRGSX (-7.08). NRGSX return over 5 years is better than : -0.74 vs. JGSMX (-11.76).
| JGSMX | NRGSX | JGSMX / NRGSX | |
| Total Expense Ratio | 0.74 | 0.74 | 100% |
| Annual Report Gross Expense Ratio | 0.75 | 0.74 | 101% |
| Fund Existence | 15 years | 13 years | - |
| Gain YTD | 7.213 | -2.770 | -260% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 8.85B | 34% |
| Annual Yield % from dividends | 0.84 | 0.06 | 1,288% |
| Returns for 1 year | 10.43 | -7.08 | -147% |
| Returns for 3 years | 36.93 | 10.58 | 349% |
| Returns for 5 years | -11.76 | -0.74 | 1,587% |
| Returns for 10 years | 71.68 | 10.64 | 674% |
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