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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$23.49
Change-$0.26 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Dec 19, 2024
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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. JGSMX (3.8B). VSGAX pays higher dividends than JGSMX: VSGAX (0.66) vs JGSMX (0.00). JGSMX was incepted earlier than VSGAX: JGSMX (14 years) vs VSGAX (13 years). JGSMX is a more actively managed with annual turnover of: 33.00 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 : 24.05 vs. JGSMX (20.46). VSGAX return over 5 years is better than : 49.70 vs. JGSMX (15.23).
| JGSMX | VSGAX | JGSMX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 17.922 | 22.062 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 20.46 | 24.05 | 85% |
| Returns for 3 years | -5.51 | 8.33 | -66% |
| Returns for 5 years | 15.23 | 49.70 | 31% |
| Returns for 10 years | 62.35 | 140.15 | 44% |
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