Interact to see
Advertisement
Advertisement
JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$18.67
Change-$0.19 (-1.01%)
VolumeN/A
Net Assets3.02B
Vanguard Small Cap Growth Index I
Price$84.85
Change-$0.95 (-1.11%)
VolumeN/A
Net Assets39.1B
JGRQX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGRQX vs. VSGIX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.1B vs. JGRQX (3.02B). VSGIX pays higher dividends than JGRQX: VSGIX (0.56) vs JGRQX (0.49). 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 (21.00). 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 : 15.06 vs. JGRQX (10.47). VSGIX return over 5 years is better than : 34.52 vs. JGRQX (-16.58).
| 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 | 6.614 | 8.948 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.02B | 39.1B | 8% |
| Annual Yield % from dividends | 0.49 | 0.56 | 87% |
| Returns for 1 year | 10.47 | 15.06 | 70% |
| Returns for 3 years | 31.74 | 53.71 | 59% |
| Returns for 5 years | -16.58 | 34.52 | -48% |
| Returns for 10 years | N/A | 150.41 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers