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PGSGX vs VEXPX
PGSGX vs VEXPX Comparison
Open Charts PGSGX vs VEXPX
JPMorgan Small Cap Growth A
Price$14.69
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets2.85B
PGSGX vs VEXPX Comparison Chart
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PGSGX vs. VEXPX 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 PGSGX is a Buy and VEXPX is a Hold.
FUNDAMENTALS
Fundamentals
VEXPX has more cash in the bank: 19.8B vs. PGSGX (2.85B). PGSGX pays higher dividends than VEXPX: PGSGX (0.67) vs VEXPX (0.44). PGSGX was incepted earlier than VEXPX: PGSGX (34 years) vs VEXPX (57 years). PGSGX (1.26) is less costly to investors than VEXPX (0.45). PGSGX is a more actively managed with annual turnover of: 43.00 vs. VEXPX (35.00). PGSGX has a lower initial minimum investment than VEXPX: PGSGX (1000) vs VEXPX (3000). PGSGX annual gain was more profitable for investors over the last year : -9.43 vs. VEXPX (-11.60). VEXPX return over 5 years is better than : 15.44 vs. PGSGX (-2.25).
| PGSGX | VEXPX | PGSGX / VEXPX | |
| Total Expense Ratio | 1.24 | 0.45 | 276% |
| Annual Report Gross Expense Ratio | 1.26 | 0.45 | 280% |
| Fund Existence | 34 years | 57 years | - |
| Gain YTD | -17.879 | -15.198 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 3000 | 33% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 19.8B | 14% |
| Annual Yield % from dividends | 0.67 | 0.44 | 153% |
| Returns for 1 year | -9.43 | -11.60 | 81% |
| Returns for 3 years | -13.13 | -12.30 | 107% |
| Returns for 5 years | -2.25 | 15.44 | -15% |
| Returns for 10 years | 3.12 | -2.05 | -152% |
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