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JSGZX vs VEXRX
JSGZX vs VEXRX Comparison
Open Charts JSGZX vs VEXRX
JPMorgan Small Cap Growth R2
Price$16.07
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.25B
Vanguard Explorer Adm
Price$105.38
Change+$0.27 (+0.26%)
VolumeN/A
Net Assets19.41B
JSGZX vs VEXRX Comparison Chart in %
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JSGZX vs. VEXRX commentary
Jul 01, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JSGZX (3.25B). VEXRX pays higher dividends than JSGZX: VEXRX (0.54) vs JSGZX (0.37). 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 : 2.05 vs. VEXRX (-0.60). VEXRX return over 5 years is better than : 15.57 vs. JSGZX (-7.28).
| 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 | -3.018 | -1.376 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 19.4B | 17% |
| Annual Yield % from dividends | 0.37 | 0.54 | 68% |
| Returns for 1 year | 2.05 | -0.60 | -341% |
| Returns for 3 years | 20.87 | 18.52 | 113% |
| Returns for 5 years | -7.28 | 15.57 | -47% |
| Returns for 10 years | 13.55 | 15.12 | 90% |
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