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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$17.18
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index I
Price$77.66
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets34.95B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JGRQX (3.25B). JGRQX pays higher dividends than VISGX: JGRQX (0.56) vs VISGX (0.44). 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 : 10.67 vs. JGRQX (2.30). VISGX return over 5 years is better than : 42.98 vs. JGRQX (-4.91).
| 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 | -2.883 | -1.316 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.56 | 0.44 | 127% |
| Returns for 1 year | 2.30 | 10.67 | 22% |
| Returns for 3 years | 21.87 | 37.72 | 58% |
| Returns for 5 years | -4.91 | 42.98 | -11% |
| Returns for 10 years | N/A | 110.43 | - |
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