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JGSVX vs VEXRX
JGSVX vs VEXRX Comparison
Open Charts JGSVX vs VEXRX
JPMorgan Small Cap Growth R5
Price$21.44
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets3.14B
Vanguard Explorer Adm
Price$105.81
Change-$0.36 (-0.34%)
VolumeN/A
Net Assets19.88B
JGSVX vs VEXRX Comparison Chart in %
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JGSVX vs. VEXRX 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 VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.9B vs. JGSVX (3.14B). JGSVX pays higher dividends than VEXRX: JGSVX (0.78) vs VEXRX (0.52). JGSVX was incepted earlier than VEXRX: JGSVX (9 years) vs VEXRX (24 years). JGSVX (0.86) is less costly to investors than VEXRX (0.33). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). JGSVX has a lower initial minimum investment than VEXRX: JGSVX (0) vs VEXRX (50000). JGSVX annual gain was more profitable for investors over the last year : 9.67 vs. VEXRX (2.64). VEXRX return over 5 years is better than : 3.63 vs. JGSVX (-11.07).
| JGSVX | VEXRX | JGSVX / VEXRX | |
| Total Expense Ratio | 0.84 | 0.33 | 255% |
| Annual Report Gross Expense Ratio | 0.86 | 0.33 | 261% |
| Fund Existence | 9 years | 24 years | - |
| Gain YTD | -1.596 | -0.636 | 251% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 19.9B | 16% |
| Annual Yield % from dividends | 0.78 | 0.52 | 151% |
| Returns for 1 year | 9.67 | 2.64 | 367% |
| Returns for 3 years | 7.88 | 7.25 | 109% |
| Returns for 5 years | -11.07 | 3.63 | -305% |
| Returns for 10 years | N/A | 17.51 | - |
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