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PGSGX vs VEXRX
PGSGX vs VEXRX Comparison
Open Charts PGSGX vs VEXRX
JPMorgan Small Cap Growth A
Price$14.69
Change+$0.13 (+0.89%)
VolumeN/A
Net Assets2.85B
PGSGX vs VEXRX Comparison Chart
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PGSGX 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 PGSGX is a Buy and VEXRX is a Hold.
FUNDAMENTALS
Fundamentals
VEXRX has more cash in the bank: 19.8B vs. PGSGX (2.85B). PGSGX pays higher dividends than VEXRX: PGSGX (0.67) vs VEXRX (0.56). PGSGX was incepted earlier than VEXRX: PGSGX (34 years) vs VEXRX (23 years). PGSGX (1.26) is less costly to investors than VEXRX (0.34). PGSGX is a more actively managed with annual turnover of: 43.00 vs. VEXRX (35.00). PGSGX has a lower initial minimum investment than VEXRX: PGSGX (1000) vs VEXRX (50000). PGSGX annual gain was more profitable for investors over the last year : -9.43 vs. VEXRX (-11.52). VEXRX return over 5 years is better than : 15.48 vs. PGSGX (-2.25).
| PGSGX | VEXRX | PGSGX / VEXRX | |
| Total Expense Ratio | 1.24 | 0.34 | 365% |
| Annual Report Gross Expense Ratio | 1.26 | 0.34 | 371% |
| Fund Existence | 34 years | 23 years | - |
| Gain YTD | -17.879 | -15.171 | 118% |
| Front Load | 5% | N/A | - |
| Min. Initial Investment | 1000 | 50000 | 2% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 19.8B | 14% |
| Annual Yield % from dividends | 0.67 | 0.56 | 118% |
| Returns for 1 year | -9.43 | -11.52 | 82% |
| Returns for 3 years | -13.13 | -12.22 | 107% |
| Returns for 5 years | -2.25 | 15.48 | -15% |
| Returns for 10 years | 3.12 | -1.97 | -159% |
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