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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$17.79
Change-$0.62 (-3.37%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.45
Change-$2.53 (-3.12%)
VolumeN/A
Net Assets39.59B
JGRQX vs VISGX Comparison Chart
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JGRQX vs. VISGX commentary
Feb 23, 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: 39.6B vs. JGRQX (3.52B). VISGX pays higher dividends than JGRQX: VISGX (0.55) vs JGRQX (0.00). JGRQX was incepted earlier than VISGX: JGRQX (8 years) vs VISGX (27 years). JGRQX is a more actively managed with annual turnover of: 33.00 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 : 12.89 vs. JGRQX (6.57). VISGX return over 5 years is better than : 35.36 vs. JGRQX (-4.78).
| JGRQX | VISGX | JGRQX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | 0.565 | -0.343 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 6.57 | 12.89 | 51% |
| Returns for 3 years | 5.13 | 19.23 | 27% |
| Returns for 5 years | -4.78 | 35.36 | -14% |
| Returns for 10 years | N/A | 115.44 | - |
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