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JGRQX vs VSGAX
JGRQX vs VSGAX Comparison
Open Charts JGRQX vs VSGAX
JPMorgan Small Cap Growth R3
Price$18.06
Change+$0.14 (+0.78%)
VolumeN/A
Net Assets3.61B
Vanguard Small Cap Growth Index Admiral
Price$99.42
Change+$0.73 (+0.74%)
VolumeN/A
Net Assets38.1B
JGRQX vs VSGAX Comparison Chart
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JGRQX vs. VSGAX commentary
Jan 15, 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JGRQX (3.61B). VSGAX pays higher dividends than JGRQX: VSGAX (0.66) vs JGRQX (0.00). JGRQX was incepted earlier than VSGAX: JGRQX (7 years) vs VSGAX (13 years). JGRQX is a more actively managed with annual turnover of: 33.00 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 : 21.09 vs. JGRQX (17.95). VSGAX return over 5 years is better than : 38.06 vs. JGRQX (-0.14).
| JGRQX | VSGAX | JGRQX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 13 years | - |
| Gain YTD | 2.092 | 1.006 | 208% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.61B | 38.1B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 17.95 | 21.09 | 85% |
| Returns for 3 years | -4.00 | 10.06 | -40% |
| Returns for 5 years | -0.14 | 38.06 | -0% |
| Returns for 10 years | N/A | 133.10 | - |
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