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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$18.28
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index I
Price$84.07
Change+$0.38 (+0.45%)
VolumeN/A
Net Assets38.63B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX commentary
Sep 09, 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. JGRQX (3.23B). VSGIX (0.52) and JGRQX (0.51) 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 (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 : 20.26 vs. JGRQX (11.29). VSGIX return over 5 years is better than : 42.53 vs. JGRQX (-10.57).
| 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 | 3.335 | 6.230 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.51 | 0.52 | 97% |
| Returns for 1 year | 11.29 | 20.26 | 56% |
| Returns for 3 years | 13.98 | 34.07 | 41% |
| Returns for 5 years | -10.57 | 42.53 | -25% |
| Returns for 10 years | N/A | 143.06 | - |
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