Ad is loading...
JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$17.76
Change-$0.80 (-4.31%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
JGRQX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JGRQX vs. VSGIX commentary
Dec 19, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. JGRQX (3.76B). 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 : 24.05 vs. JGRQX (19.90). VSGIX return over 5 years is better than : 49.74 vs. JGRQX (7.90).
| 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 | 17.394 | 22.063 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 19.90 | 24.05 | 83% |
| Returns for 3 years | -6.97 | 8.34 | -84% |
| Returns for 5 years | 7.90 | 49.74 | 16% |
| Returns for 10 years | N/A | 140.25 | - |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| ALAFX | 82.67 | N/A | N/A |
| Alger Focus Equity A | |||
| ICEVX | 38.83 | -0.07 | -0.18% |
| NYLI Epoch International Choice Class A | |||
| NRREX | 14.38 | -0.06 | -0.39% |
| Neuberger Berman Real Estate R6 | |||
| TQVIX | 17.55 | -0.12 | -0.68% |
| T. Rowe Price Integrated US LCV Eq I | |||
| BMRRX | 37.53 | -0.35 | -0.92% |
| BlackRock Mid-Cap Growth Equity R | |||