Interact to see
Advertisement
Advertisement
JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$17.70
Change-$0.01 (-0.06%)
VolumeN/A
Net Assets3.28B
Vanguard Small Cap Growth Index I
Price$80.53
Change-$0.19 (-0.24%)
VolumeN/A
Net Assets36.92B
JGRQX vs VISGX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGRQX vs. VISGX commentary
Jul 29, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 36.9B vs. JGRQX (3.28B). JGRQX pays higher dividends than VISGX: JGRQX (0.53) vs VISGX (0.43). 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 : 10.32 vs. JGRQX (0.23). VISGX return over 5 years is better than : 36.94 vs. JGRQX (-10.71).
| 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 | 0.113 | 2.589 | 4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.28B | 36.9B | 9% |
| Annual Yield % from dividends | 0.53 | 0.43 | 125% |
| Returns for 1 year | 0.23 | 10.32 | 2% |
| Returns for 3 years | 15.00 | 31.05 | 48% |
| Returns for 5 years | -10.71 | 36.94 | -29% |
| Returns for 10 years | N/A | 117.61 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement