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JSGZX vs VEXPX
JSGZX vs VEXPX Comparison
Open Charts JSGZX vs VEXPX
JPMorgan Small Cap Growth R2
Price$14.88
Change+$0.24 (+1.64%)
VolumeN/A
Net Assets3.05B
JSGZX vs VEXPX Comparison Chart
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JSGZX vs. VEXPX commentary
May 09, 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 Buy and VEXPX is a Buy.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 18.9B vs. JSGZX (3.05B). VEXPX pays higher dividends than JSGZX: VEXPX (0.44) vs JSGZX (0.39). JSGZX was incepted earlier than VEXPX: JSGZX (17 years) vs VEXPX (57 years). JSGZX (1.53) is less costly to investors than VEXPX (0.44). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). JSGZX has a lower initial minimum investment than VEXPX: JSGZX (0) vs VEXPX (3000). JSGZX annual gain was more profitable for investors over the last year : -5.35 vs. VEXPX (-8.91). VEXPX return over 5 years is better than : 12.66 vs. JSGZX (-8.36).
| JSGZX | VEXPX | JSGZX / VEXPX | |
| Total Expense Ratio | 1.49 | 0.44 | 339% |
| Annual Report Gross Expense Ratio | 1.53 | 0.44 | 348% |
| Fund Existence | 17 years | 57 years | - |
| Gain YTD | -11.648 | -9.187 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 18.9B | 16% |
| Annual Yield % from dividends | 0.39 | 0.44 | 87% |
| Returns for 1 year | -5.35 | -8.91 | 60% |
| Returns for 3 years | 12.22 | 7.48 | 163% |
| Returns for 5 years | -8.36 | 12.66 | -66% |
| Returns for 10 years | 8.49 | 6.76 | 126% |
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