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JGRQX vs VSGAX
JGRQX vs VSGAX Comparison
Open Charts JGRQX vs VSGAX
JPMorgan Small Cap Growth R3
Price$15.98
Change+$0.36 (+2.30%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index Admiral
Price$90.42
Change+$1.51 (+1.70%)
VolumeN/A
Net Assets36.81B
JGRQX vs VSGAX Comparison Chart
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JGRQX vs. VSGAX commentary
Apr 03, 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 VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. JGRQX (3.08B). VSGAX (0.60) and JGRQX (0.59) have matching dividends . JGRQX was incepted earlier than VSGAX: JGRQX (8 years) vs VSGAX (14 years). JGRQX (1.29) is less costly to investors than VSGAX (0.07). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). JGRQX has a lower initial minimum investment than VSGAX: JGRQX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : -0.19 vs. JGRQX (-6.18). VSGAX return over 5 years is better than : 82.20 vs. JGRQX (28.65).
| JGRQX | VSGAX | JGRQX / VSGAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.29 | 0.07 | 1,843% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -9.666 | -9.635 | 100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 36.8B | 8% |
| Annual Yield % from dividends | 0.59 | 0.60 | 98% |
| Returns for 1 year | -6.18 | -0.19 | 3,199% |
| Returns for 3 years | -10.66 | 1.38 | -773% |
| Returns for 5 years | 28.65 | 82.20 | 35% |
| Returns for 10 years | N/A | 93.99 | - |
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