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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
Aug 23, 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: 22.1B vs. JMCGX (14.9M). VEXRX pays higher dividends than JMCGX: VEXRX (0.49) vs JMCGX (0.45). 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). VEXRX annual gain was more profitable for investors over the last year : 17.56 vs. JMCGX (16.61). VEXRX return over 5 years is better than : -5.23 vs. JMCGX (-16.15).
| 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 | -0.350 | 18.596 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 14.9M | 22.1B | 0% |
| Annual Yield % from dividends | 0.45 | 0.49 | 92% |
| Returns for 1 year | 16.61 | 17.56 | 95% |
| Returns for 3 years | 53.43 | 34.85 | 153% |
| Returns for 5 years | -16.15 | -5.23 | 309% |
| Returns for 10 years | 188.42 | 55.04 | 342% |
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