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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.46
Change-$0.78 (-3.36%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index Admiral
Price$98.11
Change-$3.17 (-3.13%)
VolumeN/A
Net Assets39.59B
JGSMX vs VSGAX Comparison Chart
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JGSMX vs. VSGAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 39.6B vs. JGSMX (3.52B). 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 : 12.95 vs. JGSMX (7.13). VSGAX return over 5 years is better than : 35.62 vs. JGSMX (1.74).
| 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 | 0.627 | -0.325 | -193% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 7.13 | 12.95 | 55% |
| Returns for 3 years | 6.82 | 19.38 | 35% |
| Returns for 5 years | 1.74 | 35.62 | 5% |
| Returns for 10 years | 51.59 | 116.34 | 44% |
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