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JSCGX vs VEXRX
JSCGX vs VEXRX Comparison
Open Charts JSCGX vs VEXRX
Jacob Small Cap Growth Investor
Price$17.46
Change+$0.33 (+1.93%)
VolumeN/A
Net Assets6.14M
JSCGX vs VEXRX Comparison Chart
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JSCGX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. JSCGX (6.14M). VEXRX pays higher dividends than JSCGX: VEXRX (0.56) vs JSCGX (0.00). JSCGX was incepted earlier than VEXRX: JSCGX (15 years) vs VEXRX (23 years). JSCGX (4.17) is less costly to investors than VEXRX (0.34). JSCGX is a more actively managed with annual turnover of: 54.00 vs. VEXRX (35.00). JSCGX has a lower initial minimum investment than VEXRX: JSCGX (2500) vs VEXRX (50000). JSCGX annual gain was more profitable for investors over the last year : -6.03 vs. VEXRX (-16.43). VEXRX return over 5 years is better than : 16.37 vs. JSCGX (-12.60).
| JSCGX | VEXRX | JSCGX / VEXRX | |
| Total Expense Ratio | 3.37 | 0.34 | 991% |
| Annual Report Gross Expense Ratio | 4.17 | 0.34 | 1,226% |
| Fund Existence | 15 years | 23 years | - |
| Gain YTD | -17.126 | -16.088 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2500 | 50000 | 5% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 6.14M | 19.8B | 0% |
| Annual Yield % from dividends | 0.00 | 0.56 | - |
| Returns for 1 year | -6.03 | -16.43 | 37% |
| Returns for 3 years | -24.34 | -13.21 | 184% |
| Returns for 5 years | -12.60 | 16.37 | -77% |
| Returns for 10 years | -24.35 | -2.96 | 822% |
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