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JGLYX vs VSGIX
JGLYX vs VSGIX Comparison
Open Charts JGLYX vs VSGIX
JPMorgan Small Cap Growth R4
Price$18.15
Change-$0.63 (-3.35%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JGLYX vs VSGIX Comparison Chart
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JGLYX vs. VSGIX commentary
Feb 23, 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: 39.6B vs. JGLYX (3.52B). VSGIX pays higher dividends than JGLYX: VSGIX (0.67) vs JGLYX (0.00). JGLYX was incepted earlier than VSGIX: JGLYX (8 years) vs VSGIX (25 years). JGLYX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). 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 : 12.96 vs. JGLYX (6.87). VSGIX return over 5 years is better than : 35.64 vs. JGLYX (-3.26).
| JGLYX | VSGIX | JGLYX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.610 | -0.330 | -185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.87 | 12.96 | 53% |
| Returns for 3 years | 5.94 | 19.39 | 31% |
| Returns for 5 years | -3.26 | 35.64 | -9% |
| Returns for 10 years | N/A | 116.38 | - |
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