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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$15.01
Change+$1.45 (+10.69%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Growth Index I
Price$68.31
Change+$6.48 (+10.48%)
VolumeN/A
Net Assets33.7B
JGRQX vs VISGX Comparison Chart
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JGRQX vs. VISGX commentary
Apr 10, 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: 33.7B vs. JGRQX (2.67B). JGRQX pays higher dividends than VISGX: JGRQX (0.59) vs VISGX (0.46). 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 (19.00). 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 : -11.35 vs. JGRQX (-20.57). VISGX return over 5 years is better than : 40.28 vs. JGRQX (-6.41).
| 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 | -23.347 | -19.169 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 33.7B | 8% |
| Annual Yield % from dividends | 0.59 | 0.46 | 126% |
| Returns for 1 year | -20.57 | -11.35 | 181% |
| Returns for 3 years | -20.66 | -5.09 | 406% |
| Returns for 5 years | -6.41 | 40.28 | -16% |
| Returns for 10 years | N/A | 70.91 | - |
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