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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.74
Change-$0.29 (-1.26%)
VolumeN/A
Net Assets3.18B
Vanguard Small Cap Growth Index Admiral
Price$103.07
Change-$0.67 (-0.65%)
VolumeN/A
Net Assets37.46B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Sep 02, 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: 37.5B vs. JGSMX (3.19B). JGSMX pays higher dividends than VSGAX: JGSMX (0.86) vs VSGAX (0.51). JGSMX was incepted earlier than VSGAX: JGSMX (15 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 (21.00). 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 : 12.92 vs. JGSMX (4.04). VSGAX return over 5 years is better than : 35.00 vs. JGSMX (-9.80).
| 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 | 15 years | 14 years | - |
| Gain YTD | 1.882 | 4.777 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.19B | 37.5B | 8% |
| Annual Yield % from dividends | 0.86 | 0.51 | 168% |
| Returns for 1 year | 4.04 | 12.92 | 31% |
| Returns for 3 years | 17.76 | 36.69 | 48% |
| Returns for 5 years | -9.80 | 35.00 | -28% |
| Returns for 10 years | 61.89 | 146.17 | 42% |
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