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JGSMX vs VEXPX
JGSMX vs VEXPX Comparison
Open Charts JGSMX vs VEXPX
JPMorgan Small Cap Growth R6
Price$23.13
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.14B
JGSMX vs VEXPX Comparison Chart in %
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JGSMX vs. VEXPX commentary
Sep 18, 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 Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 20.5B vs. JGSMX (3.14B). JGSMX pays higher dividends than VEXPX: JGSMX (0.86) vs VEXPX (0.39). JGSMX was incepted earlier than VEXPX: JGSMX (15 years) vs VEXPX (58 years). JGSMX (0.75) is less costly to investors than VEXPX (0.44). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). VEXPX has a lower initial minimum investment than JGSMX: VEXPX (3000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 6.34 vs. VEXPX (-0.21). VEXPX return over 5 years is better than : 12.76 vs. JGSMX (-5.77).
| JGSMX | VEXPX | JGSMX / VEXPX | |
| Total Expense Ratio | 0.74 | 0.44 | 168% |
| Annual Report Gross Expense Ratio | 0.75 | 0.44 | 170% |
| Fund Existence | 15 years | 58 years | - |
| Gain YTD | 3.763 | 4.915 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 20.5B | 15% |
| Annual Yield % from dividends | 0.86 | 0.39 | 223% |
| Returns for 1 year | 6.34 | -0.21 | -3,047% |
| Returns for 3 years | 22.77 | 22.00 | 103% |
| Returns for 5 years | -5.77 | 12.76 | -45% |
| Returns for 10 years | 56.52 | 32.34 | 175% |