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JGSMX vs VEXRX
JGSMX vs VEXRX Comparison
Open Charts JGSMX vs VEXRX
JPMorgan Small Cap Growth R6
Price$21.64
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets3.12B
Vanguard Explorer Adm
Price$105.10
Change-$0.54 (-0.51%)
VolumeN/A
Net Assets19.88B
JGSMX vs VEXRX Comparison Chart in %
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JGSMX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. JGSMX (3.12B). JGSMX pays higher dividends than VEXRX: JGSMX (0.88) vs VEXRX (0.52). 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 : 5.23 vs. VEXRX (-0.79). VEXRX return over 5 years is better than : 3.10 vs. JGSMX (-11.15).
| 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 | -2.554 | -1.132 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 50000 | 30,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 19.9B | 16% |
| Annual Yield % from dividends | 0.88 | 0.52 | 171% |
| Returns for 1 year | 5.23 | -0.79 | -659% |
| Returns for 3 years | 3.89 | 3.63 | 107% |
| Returns for 5 years | -11.15 | 3.10 | -360% |
| Returns for 10 years | 41.52 | 17.98 | 231% |
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