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JSCGX vs VEXPX
JSCGX vs VEXPX Comparison
Open Charts JSCGX vs VEXPX
Jacob Small Cap Growth Investor
Price$17.46
Change+$0.33 (+1.93%)
VolumeN/A
Net Assets6.14M
JSCGX vs VEXPX Comparison Chart
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JSCGX vs. VEXPX commentary
Apr 12, 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 JSCGX is a Hold and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. JSCGX (6.14M). VEXPX pays higher dividends than JSCGX: VEXPX (0.44) vs JSCGX (0.00). JSCGX was incepted earlier than VEXPX: JSCGX (15 years) vs VEXPX (57 years). JSCGX (4.17) is less costly to investors than VEXPX (0.45). JSCGX is a more actively managed with annual turnover of: 54.00 vs. VEXPX (35.00). JSCGX has a lower initial minimum investment than VEXPX: JSCGX (2500) vs VEXPX (3000). JSCGX annual gain was more profitable for investors over the last year : -6.03 vs. VEXPX (-16.52). VEXPX return over 5 years is better than : 16.32 vs. JSCGX (-12.60).
| JSCGX | VEXPX | JSCGX / VEXPX | |
| Total Expense Ratio | 3.37 | 0.45 | 749% |
| Annual Report Gross Expense Ratio | 4.17 | 0.45 | 927% |
| Fund Existence | 15 years | 57 years | - |
| Gain YTD | -17.126 | -16.111 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14M | 19.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | -6.03 | -16.52 | 37% |
| Returns for 3 years | -24.34 | -13.29 | 183% |
| Returns for 5 years | -12.60 | 16.32 | -77% |
| Returns for 10 years | -24.35 | -3.05 | 798% |
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