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JGSMX vs VEXRX
JGSMX vs VEXRX Comparison
Open Charts JGSMX vs VEXRX
JPMorgan Small Cap Growth R6
Price$23.93
Change-$0.10 (-0.42%)
VolumeN/A
Net Assets3.04B
Vanguard Explorer Adm
Price$112.89
Change-$0.50 (-0.44%)
VolumeN/A
Net Assets20.56B
JGSMX vs VEXRX Comparison Chart in %
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JGSMX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 20.6B vs. JGSMX (3.04B). JGSMX pays higher dividends than VEXRX: JGSMX (0.84) vs VEXRX (0.49). 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 : 10.43 vs. VEXRX (0.09). VEXRX return over 5 years is better than : 5.03 vs. JGSMX (-11.76).
| 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 | 7.213 | 6.121 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.04B | 20.6B | 15% |
| Annual Yield % from dividends | 0.84 | 0.49 | 170% |
| Returns for 1 year | 10.43 | 0.09 | 11,935% |
| Returns for 3 years | 36.93 | 31.17 | 118% |
| Returns for 5 years | -11.76 | 5.03 | -234% |
| Returns for 10 years | 71.68 | 35.24 | 203% |
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