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JGLYX vs VSGIX
JGLYX vs VSGIX Comparison
Open Charts JGLYX vs VSGIX
JPMorgan Small Cap Growth R4
Price$16.95
Change+$0.10 (+0.59%)
VolumeN/A
Net Assets3.15B
Vanguard Small Cap Growth Index I
Price$76.06
Change+$0.45 (+0.60%)
VolumeN/A
Net Assets34.95B
JGLYX vs VSGIX Comparison Chart in %
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JGLYX vs. VSGIX commentary
Jun 20, 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 JGLYX is a Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGLYX (3.15B). JGLYX pays higher dividends than VSGIX: JGLYX (0.81) vs VSGIX (0.58). JGLYX was incepted earlier than VSGIX: JGLYX (8 years) vs VSGIX (25 years). JGLYX (1.01) is less costly to investors than VSGIX (0.06). JGLYX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). JGLYX has a lower initial minimum investment than VSGIX: JGLYX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.87 vs. JGLYX (0.09). VSGIX return over 5 years is better than : 36.93 vs. JGLYX (-7.81).
| JGLYX | VSGIX | JGLYX / VSGIX | |
| Total Expense Ratio | 0.99 | 0.06 | 1,650% |
| Annual Report Gross Expense Ratio | 1.01 | 0.06 | 1,683% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | -6.042 | -3.474 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.15B | 35B | 9% |
| Annual Yield % from dividends | 0.81 | 0.58 | 140% |
| Returns for 1 year | 0.09 | 8.87 | 1% |
| Returns for 3 years | 25.84 | 41.93 | 62% |
| Returns for 5 years | -7.81 | 36.93 | -21% |
| Returns for 10 years | N/A | 101.38 | - |
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