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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$17.79
Change-$0.62 (-3.37%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JGRQX vs VSGIX Comparison Chart
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JGRQX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. JGRQX (3.52B). VSGIX pays higher dividends than JGRQX: VSGIX (0.67) vs JGRQX (0.00). JGRQX was incepted earlier than VSGIX: JGRQX (8 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 : 12.96 vs. JGRQX (6.57). VSGIX return over 5 years is better than : 35.64 vs. JGRQX (-4.78).
| JGRQX | VSGIX | JGRQX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 0.565 | -0.330 | -171% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.57 | 12.96 | 51% |
| Returns for 3 years | 5.13 | 19.39 | 26% |
| Returns for 5 years | -4.78 | 35.64 | -13% |
| Returns for 10 years | N/A | 116.38 | - |