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JGRQX vs VSGAX
JGRQX vs VSGAX Comparison
Open Charts JGRQX vs VSGAX
JPMorgan Small Cap Growth R3
Price$17.79
Change-$0.62 (-3.37%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
JGRQX vs VSGAX Comparison Chart
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JGRQX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. JGRQX (3.52B). VSGAX pays higher dividends than JGRQX: VSGAX (0.66) vs JGRQX (0.00). JGRQX was incepted earlier than VSGAX: JGRQX (8 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 : 12.95 vs. JGRQX (6.57). VSGAX return over 5 years is better than : 35.62 vs. JGRQX (-4.78).
| JGRQX | VSGAX | JGRQX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 0.565 | -0.325 | -174% |
| 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 | 0.66 | - |
| Returns for 1 year | 6.57 | 12.95 | 51% |
| Returns for 3 years | 5.13 | 19.38 | 26% |
| Returns for 5 years | -4.78 | 35.62 | -13% |
| Returns for 10 years | N/A | 116.34 | - |
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