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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$20.09
Change+$0.32 (+1.62%)
VolumeN/A
Net Assets3.05B
Vanguard Small Cap Growth Index Admiral
Price$90.55
Change+$1.36 (+1.52%)
VolumeN/A
Net Assets32.98B
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
May 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 JGSMX is a Buy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33B vs. JGSMX (3.05B). 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 (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 : 1.83 vs. JGSMX (-4.62). VSGAX return over 5 years is better than : 39.87 vs. JGSMX (0.39).
| 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 | -11.425 | -9.351 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 33B | 9% |
| Annual Yield % from dividends | 1.00 | 0.60 | 166% |
| Returns for 1 year | -4.62 | 1.83 | -252% |
| Returns for 3 years | 14.95 | 26.49 | 56% |
| Returns for 5 years | 0.39 | 39.87 | 1% |
| Returns for 10 years | 31.42 | 95.80 | 33% |
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