Ad is loading...
JSCGX vs VEXPX
JSCGX vs VEXPX Comparison
Open Charts JSCGX vs VEXPX
Jacob Small Cap Growth Investor
Price$19.54
Change+$0.58 (+3.06%)
VolumeN/A
Net Assets6.77M
JSCGX vs VEXPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSCGX vs. VEXPX commentary
May 14, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. JSCGX (6.77M). 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 (0.44). 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 : 8.84 vs. VEXPX (-8.29). VEXPX return over 5 years is better than : 21.02 vs. JSCGX (-9.80).
| 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 | 57 years | - |
| Gain YTD | -8.273 | -7.951 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 3000 | 83% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.77M | 18.9B | 0% |
| Annual Yield % from dividends | 0.00 | 0.44 | - |
| Returns for 1 year | 8.84 | -8.29 | -107% |
| Returns for 3 years | 11.53 | 6.25 | 184% |
| Returns for 5 years | -9.80 | 21.02 | -47% |
| Returns for 10 years | -15.19 | 7.55 | -201% |
View a ticker or compare two or three
VS
VS
Ad is loading...