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JSGZX vs VEXRX
JSGZX vs VEXRX Comparison
Open Charts JSGZX vs VEXRX
JPMorgan Small Cap Growth R2
Price$15.74
Change+$0.20 (+1.29%)
VolumeN/A
Net Assets3.17B
Vanguard Explorer Adm
Price$103.78
Change+$1.11 (+1.08%)
VolumeN/A
Net Assets19.41B
JSGZX vs VEXRX Comparison Chart
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JSGZX vs. VEXRX commentary
Jun 07, 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 VEXRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.4B vs. JSGZX (3.17B). 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 : 0.53 vs. VEXRX (-4.02). VEXRX return over 5 years is better than : 6.60 vs. JSGZX (-11.76).
| 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 | -6.216 | -3.912 | 159% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 50000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 19.4B | 16% |
| Annual Yield % from dividends | 0.37 | 0.54 | 68% |
| Returns for 1 year | 0.53 | -4.02 | -13% |
| Returns for 3 years | 7.91 | 4.83 | 164% |
| Returns for 5 years | -11.76 | 6.60 | -178% |
| Returns for 10 years | 11.61 | 12.14 | 96% |
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