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JGSVX vs VEXPX
JGSVX vs VEXPX Comparison
Open Charts JGSVX vs VEXPX
JPMorgan Small Cap Growth R5
Price$21.44
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets3.14B
JGSVX vs VEXPX Comparison Chart in %
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JGSVX vs. VEXPX commentary
Aug 09, 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 JGSVX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.9B vs. JGSVX (3.14B). JGSVX pays higher dividends than VEXPX: JGSVX (0.78) vs VEXPX (0.40). JGSVX was incepted earlier than VEXPX: JGSVX (9 years) vs VEXPX (58 years). JGSVX (0.86) is less costly to investors than VEXPX (0.44). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JGSVX has a lower initial minimum investment than VEXPX: JGSVX (0) vs VEXPX (3000). JGSVX annual gain was more profitable for investors over the last year : 9.67 vs. VEXPX (2.53). VEXPX return over 5 years is better than : 3.58 vs. JGSVX (-11.07).
| JGSVX | VEXPX | JGSVX / VEXPX | |
| Total Expense Ratio | 0.84 | 0.44 | 191% |
| Annual Report Gross Expense Ratio | 0.86 | 0.44 | 195% |
| Fund Existence | 9 years | 58 years | - |
| Gain YTD | -1.596 | -0.705 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 19.9B | 16% |
| Annual Yield % from dividends | 0.78 | 0.40 | 195% |
| Returns for 1 year | 9.67 | 2.53 | 382% |
| Returns for 3 years | 7.88 | 7.15 | 110% |
| Returns for 5 years | -11.07 | 3.58 | -309% |
| Returns for 10 years | N/A | 17.40 | - |
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