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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.33
Change+$0.29 (+1.32%)
VolumeN/A
Net Assets3.24B
Vanguard Small Cap Growth Index Admiral
Price$99.80
Change+$1.33 (+1.35%)
VolumeN/A
Net Assets36.92B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Jul 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 StrongBuy and VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.9B vs. JGSMX (3.24B). JGSMX pays higher dividends than VSGAX: JGSMX (0.90) vs VSGAX (0.54). 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 : 6.95 vs. JGSMX (-1.58). VSGAX return over 5 years is better than : 36.59 vs. JGSMX (-3.49).
| 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 | -1.254 | 0.101 | -1,247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 36.9B | 9% |
| Annual Yield % from dividends | 0.90 | 0.54 | 166% |
| Returns for 1 year | -1.58 | 6.95 | -23% |
| Returns for 3 years | 24.35 | 39.59 | 62% |
| Returns for 5 years | -3.49 | 36.59 | -10% |
| Returns for 10 years | 36.91 | 112.31 | 33% |
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