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JISGX vs VEXRX
JISGX vs VEXRX Comparison
Open Charts JISGX vs VEXRX
JPMorgan Small Cap Growth L
Price$20.86
Change+$0.26 (+1.26%)
VolumeN/A
Net Assets3.17B
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
JISGX vs VEXRX Comparison Chart
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JISGX vs. VEXRX commentary
Jun 07, 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 JISGX is a StrongBuy and VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JISGX (3.17B). JISGX pays higher dividends than VEXRX: JISGX (0.85) vs VEXRX (0.54). JISGX was incepted earlier than VEXRX: JISGX (20 years) vs VEXRX (24 years). JISGX (0.85) is less costly to investors than VEXRX (0.33). JISGX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). VEXRX has a lower initial minimum investment than JISGX: VEXRX (50000) vs JISGX (3000000). JISGX annual gain was more profitable for investors over the last year : 1.18 vs. VEXRX (-4.02). VEXRX return over 5 years is better than : 6.60 vs. JISGX (-4.12).
| JISGX | VEXRX | JISGX / VEXRX | |
| Total Expense Ratio | 0.85 | 0.33 | 258% |
| Annual Report Gross Expense Ratio | 0.85 | 0.33 | 258% |
| Fund Existence | 20 years | 24 years | - |
| Gain YTD | -5.936 | -3.912 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 50000 | 6,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 19.4B | 16% |
| Annual Yield % from dividends | 0.85 | 0.54 | 157% |
| Returns for 1 year | 1.18 | -4.02 | -29% |
| Returns for 3 years | 10.20 | 4.83 | 211% |
| Returns for 5 years | -4.12 | 6.60 | -62% |
| Returns for 10 years | 32.97 | 12.14 | 272% |
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