Interact to see
Advertisement
Advertisement
JSCGX vs VEXPX
JSCGX vs VEXPX Comparison
Open Charts JSCGX vs VEXPX
Jacob Small Cap Growth Investor
Price$20.45
Change-$0.68 (-3.22%)
VolumeN/A
Net Assets7.24M
JSCGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSCGX vs. VEXPX commentary
Jun 15, 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 Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.4B vs. JSCGX (7.24M). VEXPX pays higher dividends than JSCGX: VEXPX (0.42) vs JSCGX (0.00). JSCGX was incepted earlier than VEXPX: JSCGX (15 years) vs VEXPX (58 years). JSCGX (4.17) is less costly to investors than VEXPX (0.44). 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 : 13.99 vs. VEXPX (-4.46). VEXPX return over 5 years is better than : 12.92 vs. JSCGX (-16.33).
| JSCGX | VEXPX | JSCGX / VEXPX | |
| Total Expense Ratio | 3.37 | 0.44 | 766% |
| Annual Report Gross Expense Ratio | 4.17 | 0.44 | 948% |
| Fund Existence | 15 years | 58 years | - |
| Gain YTD | -1.064 | -4.593 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 7.24M | 19.4B | 0% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 13.99 | -4.46 | -313% |
| Returns for 3 years | 40.55 | 17.22 | 235% |
| Returns for 5 years | -16.33 | 12.92 | -126% |
| Returns for 10 years | -7.29 | 9.39 | -78% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| CLSPX | 28.91 | -0.30 | -1.03% |
| Columbia Select Mid Cap Gro Fd I | |||
| LGOVX | 32.81 | -0.36 | -1.09% |
| Lord Abbett Growth Opportunities R6 | |||
| TADFX | 8.14 | -0.11 | -1.33% |
| Transamerica Sustainable Equity Inc R6 | |||
| AVUAX | 15.67 | -0.22 | -1.38% |
| American Century Mid Cap Value I | |||
| CSPIX | 14.95 | -0.24 | -1.58% |
| Calvert Global Small-Cap Equity I | |||