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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$18.28
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index I
Price$83.94
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets38.63B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Sep 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. JGRQX (3.23B). JGRQX pays higher dividends than VISGX: JGRQX (0.51) vs VISGX (0.40). 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 : 20.21 vs. JGRQX (11.29). VISGX return over 5 years is better than : 42.24 vs. JGRQX (-10.57).
| 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 | 3.335 | 6.198 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.51 | 0.40 | 126% |
| Returns for 1 year | 11.29 | 20.21 | 56% |
| Returns for 3 years | 13.98 | 33.93 | 41% |
| Returns for 5 years | -10.57 | 42.24 | -25% |
| Returns for 10 years | N/A | 142.05 | - |
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