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JSGZX vs NRGSX
JSGZX vs NRGSX Comparison
Open Charts JSGZX vs NRGSX
JPMorgan Small Cap Growth R2
Price$17.74
Change+$0.29 (+1.66%)
VolumeN/A
Net Assets2.99B
Neuberger Berman Genesis R6
Price$63.54
Change+$0.45 (+0.71%)
VolumeN/A
Net Assets8.79B
JSGZX vs NRGSX Comparison Chart in %
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JSGZX vs. NRGSX commentary
Oct 10, 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 JSGZX is a StrongBuy and NRGSX is a Hold.
FUNDAMENTALS
Fundamentals
NRGSX has more cash in the bank: 8.8B vs. JSGZX (2.99B). JSGZX pays higher dividends than NRGSX: JSGZX (0.32) vs NRGSX (0.06). JSGZX was incepted earlier than NRGSX: JSGZX (17 years) vs NRGSX (13 years). JSGZX (1.53) is less costly to investors than NRGSX (0.74). JSGZX is a more actively managed with annual turnover of: 43.00 vs. NRGSX (13.00). JSGZX (0) and NRGSX (0) have matching initial minimum investment requirements. JSGZX annual gain was more profitable for investors over the last year : 8.55 vs. NRGSX (-7.18). NRGSX return over 5 years is better than : -1.44 vs. JSGZX (-20.41).
| JSGZX | NRGSX | JSGZX / NRGSX | |
| Total Expense Ratio | 1.49 | 0.74 | 201% |
| Annual Report Gross Expense Ratio | 1.53 | 0.74 | 207% |
| Fund Existence | 17 years | 13 years | - |
| Gain YTD | 5.311 | -3.458 | -154% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.99B | 8.8B | 34% |
| Annual Yield % from dividends | 0.32 | 0.06 | 497% |
| Returns for 1 year | 8.55 | -7.18 | -119% |
| Returns for 3 years | 29.41 | 9.33 | 315% |
| Returns for 5 years | -20.41 | -1.44 | 1,414% |
| Returns for 10 years | 38.85 | 10.14 | 383% |
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