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JGSMX vs VEXRX
JGSMX vs VEXRX Comparison
Open Charts JGSMX vs VEXRX
JPMorgan Small Cap Growth R6
Price$23.13
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.14B
Vanguard Explorer Adm
Price$112.03
Change-$0.16 (-0.14%)
VolumeN/A
Net Assets20.46B
JGSMX vs VEXRX Comparison Chart in %
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JGSMX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.5B vs. JGSMX (3.14B). JGSMX pays higher dividends than VEXRX: JGSMX (0.86) vs VEXRX (0.50). JGSMX was incepted earlier than VEXRX: JGSMX (15 years) vs VEXRX (24 years). JGSMX (0.75) is less costly to investors than VEXRX (0.33). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than JGSMX: VEXRX (50000) vs JGSMX (15000000). JGSMX annual gain was more profitable for investors over the last year : 6.34 vs. VEXRX (-0.11). VEXRX return over 5 years is better than : 12.81 vs. JGSMX (-5.77).
| JGSMX | VEXRX | JGSMX / VEXRX | |
| Total Expense Ratio | 0.74 | 0.33 | 224% |
| Annual Report Gross Expense Ratio | 0.75 | 0.33 | 227% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 3.763 | 4.998 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 20.5B | 15% |
| Annual Yield % from dividends | 0.86 | 0.50 | 173% |
| Returns for 1 year | 6.34 | -0.11 | -5,656% |
| Returns for 3 years | 22.77 | 22.12 | 103% |
| Returns for 5 years | -5.77 | 12.81 | -45% |
| Returns for 10 years | 56.52 | 32.46 | 174% |
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