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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.24
Change-$0.14 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$93.59
Change-$0.41 (-0.44%)
VolumeN/A
CapitalizationN/A
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JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Sep 22, 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 JGSMX is a StrongBuy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.3B vs. JGSMX (3.7B). VSGAX pays higher dividends than JGSMX: VSGAX (0.66) vs JGSMX (0.00). JGSMX was incepted earlier than VSGAX: JGSMX (14 years) vs VSGAX (13 years). JGSMX is a more actively managed with annual turnover of: 33.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than JGSMX: VSGAX (3000) vs JGSMX (15000000). VSGAX (25.14) and JGSMX (24.32) have marching annual gain over last year. VSGAX return over 5 years is better than : 43.34 vs. JGSMX (12.76).
| JGSMX | VSGAX | JGSMX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 11.647 | 10.313 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 35.3B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 24.32 | 25.14 | 97% |
| Returns for 3 years | -26.01 | -6.71 | 388% |
| Returns for 5 years | 12.76 | 43.34 | 29% |
| Returns for 10 years | 53.60 | 126.96 | 42% |
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