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JSGZX vs VEXRX
JSGZX vs VEXRX Comparison
Open Charts JSGZX vs VEXRX
JPMorgan Small Cap Growth R2
Price$13.72
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets2.85B
JSGZX vs VEXRX Comparison Chart
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JSGZX vs. VEXRX commentary
Apr 18, 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 Hold and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. JSGZX (2.85B). VEXRX pays higher dividends than JSGZX: VEXRX (0.56) vs JSGZX (0.38). JSGZX was incepted earlier than VEXRX: JSGZX (16 years) vs VEXRX (23 years). JSGZX (1.53) is less costly to investors than VEXRX (0.34). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). JSGZX has a lower initial minimum investment than VEXRX: JSGZX (0) vs VEXRX (50000). JSGZX annual gain was more profitable for investors over the last year : -9.44 vs. VEXRX (-11.16). VEXRX return over 5 years is better than : 16.93 vs. JSGZX (-3.31).
| JSGZX | VEXRX | JSGZX / VEXRX | |
| Total Expense Ratio | 1.49 | 0.34 | 438% |
| Annual Report Gross Expense Ratio | 1.53 | 0.34 | 450% |
| Fund Existence | 16 years | 23 years | - |
| Gain YTD | -16.717 | -14.104 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 19.8B | 14% |
| Annual Yield % from dividends | 0.38 | 0.56 | 68% |
| Returns for 1 year | -9.44 | -11.16 | 85% |
| Returns for 3 years | -14.00 | -11.86 | 118% |
| Returns for 5 years | -3.31 | 16.93 | -20% |
| Returns for 10 years | 0.48 | 0.21 | 235% |
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