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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$18.52
Change+$0.05 (+0.27%)
VolumeN/A
Net Assets3.71B
Vanguard Small Cap Growth Index I
Price$81.65
Change+$0.29 (+0.36%)
VolumeN/A
Net Assets38.1B
JGRQX vs VSGIX Comparison Chart
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JGRQX vs. VSGIX commentary
Jan 19, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. JGRQX (3.71B). VSGIX pays higher dividends than JGRQX: VSGIX (0.67) vs JGRQX (0.00). JGRQX was incepted earlier than VSGIX: JGRQX (7 years) vs VSGIX (25 years). JGRQX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). JGRQX has a lower initial minimum investment than VSGIX: JGRQX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 25.00 vs. JGRQX (22.39). VSGIX return over 5 years is better than : 41.97 vs. JGRQX (2.91).
| JGRQX | VSGIX | JGRQX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 7 years | 25 years | - |
| Gain YTD | 4.692 | 3.577 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 22.39 | 25.00 | 90% |
| Returns for 3 years | 2.34 | 16.70 | 14% |
| Returns for 5 years | 2.91 | 41.97 | 7% |
| Returns for 10 years | N/A | 139.86 | - |