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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$21.72
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index Admiral
Price$97.14
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets34.95B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Jun 28, 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 StrongBuy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JGSMX (3.25B). JGSMX pays higher dividends than VSGAX: JGSMX (0.96) vs VSGAX (0.57). 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 : 10.57 vs. JGSMX (2.72). VSGAX return over 5 years is better than : 43.08 vs. JGSMX (1.52).
| 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 | -2.733 | -1.423 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.96 | 0.57 | 169% |
| Returns for 1 year | 2.72 | 10.57 | 26% |
| Returns for 3 years | 23.73 | 37.68 | 63% |
| Returns for 5 years | 1.52 | 43.08 | 4% |
| Returns for 10 years | 37.47 | 111.03 | 34% |
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