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JMCGX vs VEXRX
JMCGX vs VEXRX Comparison
Open Charts JMCGX vs VEXRX
JMCGX vs VEXRX Comparison Chart in %
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JMCGX vs. VEXRX commentary
Jul 14, 2026
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 JMCGX is a Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 23.3B vs. JMCGX (15.2M). VEXRX pays higher dividends than JMCGX: VEXRX (0.47) vs JMCGX (0.41). JMCGX was incepted earlier than VEXRX: JMCGX (25 years) vs VEXRX (25 years). JMCGX (3.14) is less costly to investors than VEXRX (0.28). VEXRX is a more actively managed with annual turnover of: 51.00 vs. JMCGX (26.00). JMCGX has a lower initial minimum investment than VEXRX: JMCGX (2500) vs VEXRX (50000). JMCGX annual gain was more profitable for investors over the last year : 33.81 vs. VEXRX (17.54). VEXRX return over 5 years is better than : -4.90 vs. JMCGX (-18.19).
| JMCGX | VEXRX | JMCGX / VEXRX | |
| Total Expense Ratio | 2.30 | 0.28 | 821% |
| Annual Report Gross Expense Ratio | 3.14 | 0.28 | 1,121% |
| Fund Existence | 25 years | 25 years | - |
| Gain YTD | -1.432 | 17.452 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 15.2M | 23.3B | 0% |
| Annual Yield % from dividends | 0.41 | 0.47 | 88% |
| Returns for 1 year | 33.81 | 17.54 | 193% |
| Returns for 3 years | 34.27 | 27.08 | 127% |
| Returns for 5 years | -18.19 | -4.90 | 371% |
| Returns for 10 years | 205.73 | 58.93 | 349% |
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