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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$18.54
Change+$0.40 (+2.21%)
VolumeN/A
Net Assets2.79B
Vanguard Small Cap Growth Index I
Price$82.60
Change+$1.56 (+1.92%)
VolumeN/A
Net Assets39.74B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX commentary
Nov 26, 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 StrongBuy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. JGRQX (2.79B). VSGIX pays higher dividends than JGRQX: VSGIX (0.55) vs JGRQX (0.47). JGRQX was incepted earlier than VSGIX: JGRQX (8 years) vs VSGIX (26 years). JGRQX (1.29) is less costly to investors than VSGIX (0.06). JGRQX is a more actively managed with annual turnover of: 48.00 vs. VSGIX (21.00). JGRQX has a lower initial minimum investment than VSGIX: JGRQX (0) vs VSGIX (5000000). JGRQX annual gain was more profitable for investors over the last year : -1.92 vs. VSGIX (-3.15). VSGIX return over 5 years is better than : 17.99 vs. JGRQX (-25.28).
| JGRQX | VSGIX | JGRQX / VSGIX | |
| Total Expense Ratio | 1.24 | 0.06 | 2,067% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 8 years | 26 years | - |
| Gain YTD | 4.805 | 2.904 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.79B | 39.7B | 7% |
| Annual Yield % from dividends | 0.47 | 0.55 | 84% |
| Returns for 1 year | -1.92 | -3.15 | 61% |
| Returns for 3 years | 27.38 | 36.94 | 74% |
| Returns for 5 years | -25.28 | 17.99 | -141% |
| Returns for 10 years | N/A | 132.29 | - |
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