Ad is loading...
JGRQX vs VSGAX
JGRQX vs VSGAX Comparison
Open Charts JGRQX vs VSGAX
JPMorgan Small Cap Growth R3
Price$17.59
Change-$0.12 (-0.68%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JGRQX vs VSGAX Comparison Chart
Loading...
JGRQX vs. VSGAX commentary
Sep 21, 2024
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 StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. JGRQX (3.7B). 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). JGRQX annual gain was more profitable for investors over the last year : 23.70 vs. VSGAX (19.45). VSGAX return over 5 years is better than : 41.38 vs. JGRQX (4.50).
| 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 | 11.259 | 8.804 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 35.3B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 23.70 | 19.45 | 122% |
| Returns for 3 years | -29.22 | -9.39 | 311% |
| Returns for 5 years | 4.50 | 41.38 | 11% |
| Returns for 10 years | N/A | 118.38 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...