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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$18.52
Change+$0.17 (+0.93%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Growth Index Admiral
Price$83.22
Change+$0.57 (+0.69%)
VolumeN/A
Net Assets33.7B
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Apr 18, 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 JGSMX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. JGSMX (2.85B). JGSMX pays higher dividends than VSGAX: JGSMX (1.00) vs VSGAX (0.60). JGSMX was incepted earlier than VSGAX: JGSMX (14 years) vs VSGAX (14 years). JGSMX (0.75) is less costly to investors than VSGAX (0.07). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than JGSMX: VSGAX (3000) vs JGSMX (15000000). VSGAX annual gain was more profitable for investors over the last year : -1.71 vs. JGSMX (-8.99). VSGAX return over 5 years is better than : 43.18 vs. JGSMX (4.33).
| JGSMX | VSGAX | JGSMX / VSGAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -17.787 | -15.998 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 33.7B | 8% |
| Annual Yield % from dividends | 1.00 | 0.60 | 167% |
| Returns for 1 year | -8.99 | -1.71 | 527% |
| Returns for 3 years | -11.77 | 0.18 | -6,513% |
| Returns for 5 years | 4.33 | 43.18 | 10% |
| Returns for 10 years | 18.64 | 78.73 | 24% |
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