Ad is loading...
JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$15.01
Change+$1.45 (+10.69%)
VolumeN/A
Net Assets2.67B
Vanguard Small Cap Growth Index I
Price$68.40
Change+$6.49 (+10.48%)
VolumeN/A
Net Assets33.7B
JGRQX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGRQX vs. VSGIX commentary
Apr 10, 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: 33.7B vs. JGRQX (2.67B). VSGIX (0.61) and JGRQX (0.59) have matching dividends . JGRQX was incepted earlier than VSGIX: JGRQX (8 years) vs VSGIX (25 years). JGRQX (1.29) is less costly to investors than VSGIX (0.06). JGRQX is a more actively managed with annual turnover of: 43.00 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 : -11.29 vs. JGRQX (-20.57). VSGIX return over 5 years is better than : 40.56 vs. JGRQX (-6.41).
| 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 | 25 years | - |
| Gain YTD | -23.347 | -19.160 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.67B | 33.7B | 8% |
| Annual Yield % from dividends | 0.59 | 0.61 | 97% |
| Returns for 1 year | -20.57 | -11.29 | 182% |
| Returns for 3 years | -20.66 | -4.98 | 415% |
| Returns for 5 years | -6.41 | 40.56 | -16% |
| Returns for 10 years | N/A | 71.66 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...