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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$18.05
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets2.78B
Vanguard Small Cap Growth Index I
Price$80.65
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets39.74B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Nov 19, 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 Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. JGRQX (2.78B). JGRQX pays higher dividends than VISGX: JGRQX (0.47) vs VISGX (0.43). JGRQX was incepted earlier than VISGX: JGRQX (8 years) vs VISGX (28 years). JGRQX (1.29) is less costly to investors than VISGX (0.19). JGRQX is a more actively managed with annual turnover of: 48.00 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 : 1.72 vs. JGRQX (0.35). VISGX return over 5 years is better than : 19.14 vs. JGRQX (-25.74).
| 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 | 28 years | - |
| Gain YTD | 2.035 | 2.466 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.78B | 39.7B | 7% |
| Annual Yield % from dividends | 0.47 | 0.43 | 108% |
| Returns for 1 year | 0.35 | 1.72 | 20% |
| Returns for 3 years | 26.17 | 37.84 | 69% |
| Returns for 5 years | -25.74 | 19.14 | -135% |
| Returns for 10 years | N/A | 135.12 | - |
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