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JSGZX vs VEXRX
JSGZX vs VEXRX Comparison
Open Charts JSGZX vs VEXRX
JPMorgan Small Cap Growth R2
Price$14.88
Change+$0.24 (+1.64%)
VolumeN/A
Net Assets3.05B
JSGZX vs VEXRX Comparison Chart
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JSGZX vs. VEXRX 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 VEXRX is a Buy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 18.9B vs. JSGZX (3.05B). VEXRX pays higher dividends than JSGZX: VEXRX (0.57) vs JSGZX (0.39). JSGZX was incepted earlier than VEXRX: JSGZX (17 years) vs VEXRX (24 years). JSGZX (1.53) is less costly to investors than VEXRX (0.33). 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 : -5.35 vs. VEXRX (-8.83). VEXRX return over 5 years is better than : 12.72 vs. JSGZX (-8.36).
| JSGZX | VEXRX | JSGZX / VEXRX | |
| Total Expense Ratio | 1.49 | 0.33 | 452% |
| Annual Report Gross Expense Ratio | 1.53 | 0.33 | 464% |
| Fund Existence | 17 years | 24 years | - |
| Gain YTD | -11.648 | -9.153 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 18.9B | 16% |
| Annual Yield % from dividends | 0.39 | 0.57 | 67% |
| Returns for 1 year | -5.35 | -8.83 | 61% |
| Returns for 3 years | 12.22 | 7.57 | 161% |
| Returns for 5 years | -8.36 | 12.72 | -66% |
| Returns for 10 years | 8.49 | 6.85 | 124% |
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