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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$22.46
Change-$0.78 (-3.36%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JGSMX vs VSGIX Comparison Chart
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JGSMX vs. VSGIX 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 VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.6B vs. JGSMX (3.52B). VSGIX pays higher dividends than JGSMX: VSGIX (0.67) vs JGSMX (0.00). JGSMX was incepted earlier than VSGIX: JGSMX (14 years) vs VSGIX (25 years). JGSMX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). VSGIX has a lower initial minimum investment than JGSMX: VSGIX (5000000) vs JGSMX (15000000). VSGIX annual gain was more profitable for investors over the last year : 16.61 vs. JGSMX (7.13). VSGIX return over 5 years is better than : 40.02 vs. JGSMX (1.74).
| JGSMX | VSGIX | JGSMX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 0.627 | 2.892 | 22% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 7.13 | 16.61 | 43% |
| Returns for 3 years | 6.82 | 23.24 | 29% |
| Returns for 5 years | 1.74 | 40.02 | 4% |
| Returns for 10 years | 51.59 | 123.38 | 42% |