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JGSMX vs VEXPX
JGSMX vs VEXPX Comparison
Open Charts JGSMX vs VEXPX
JPMorgan Small Cap Growth R6
Price$21.64
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets3.12B
JGSMX vs VEXPX Comparison Chart in %
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JGSMX vs. VEXPX commentary
Aug 12, 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 Hold and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. JGSMX (3.12B). JGSMX pays higher dividends than VEXPX: JGSMX (0.88) vs VEXPX (0.40). 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 : 5.23 vs. VEXPX (-0.90). VEXPX return over 5 years is better than : 3.05 vs. JGSMX (-11.15).
| 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 | -2.554 | -1.201 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 19.9B | 16% |
| Annual Yield % from dividends | 0.88 | 0.40 | 221% |
| Returns for 1 year | 5.23 | -0.90 | -584% |
| Returns for 3 years | 3.89 | 3.53 | 110% |
| Returns for 5 years | -11.15 | 3.05 | -366% |
| Returns for 10 years | 41.52 | 17.87 | 232% |
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