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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$23.37
Change+$0.07 (+0.30%)
VolumeN/A
Net Assets3.71B
Vanguard Small Cap Growth Index Admiral
Price$101.96
Change+$0.36 (+0.35%)
VolumeN/A
Net Assets38.1B
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Jan 19, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JGSMX (3.71B). 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 : 25.00 vs. JGSMX (23.05). VSGAX return over 5 years is better than : 41.96 vs. JGSMX (9.95).
| 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 | 4.704 | 3.586 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.71B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 23.05 | 25.00 | 92% |
| Returns for 3 years | 4.04 | 16.69 | 24% |
| Returns for 5 years | 9.95 | 41.96 | 24% |
| Returns for 10 years | 68.98 | 139.82 | 49% |
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