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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$16.37
Change-$0.07 (-0.43%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$75.44
Change-$0.10 (-0.13%)
VolumeN/A
Net Assets32.98B
JGRQX vs VISGX Comparison Chart
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JGRQX vs. VISGX commentary
May 15, 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 JGRQX is a Buy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33B vs. JGRQX (3.17B). JGRQX pays higher dividends than VISGX: JGRQX (0.59) vs VISGX (0.47). JGRQX was incepted earlier than VISGX: JGRQX (8 years) vs VISGX (27 years). JGRQX (1.29) is less costly to investors than VISGX (0.19). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). JGRQX has a lower initial minimum investment than VISGX: JGRQX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 6.35 vs. JGRQX (0.03). VISGX return over 5 years is better than : 53.18 vs. JGRQX (2.88).
| JGRQX | VISGX | JGRQX / VISGX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -7.066 | -4.658 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 33B | 10% |
| Annual Yield % from dividends | 0.59 | 0.47 | 125% |
| Returns for 1 year | 0.03 | 6.35 | 0% |
| Returns for 3 years | 13.81 | 28.55 | 48% |
| Returns for 5 years | 2.88 | 53.18 | 5% |
| Returns for 10 years | N/A | 103.09 | - |
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