Interact to see
Advertisement
Advertisement
JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$22.33
Change+$0.29 (+1.32%)
VolumeN/A
Net Assets3.24B
Vanguard Small Cap Growth Index I
Price$79.92
Change+$1.06 (+1.34%)
VolumeN/A
Net Assets36.92B
JGSMX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSMX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.9B vs. JGSMX (3.24B). JGSMX pays higher dividends than VSGIX: JGSMX (0.90) vs VSGIX (0.55). JGSMX was incepted earlier than VSGIX: JGSMX (15 years) vs VSGIX (25 years). JGSMX (0.75) is less costly to investors than VSGIX (0.06). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). 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 : 6.95 vs. JGSMX (-1.58). VSGIX return over 5 years is better than : 36.63 vs. JGSMX (-3.49).
| JGSMX | VSGIX | JGSMX / VSGIX | |
| Total Expense Ratio | 0.74 | 0.06 | 1,233% |
| Annual Report Gross Expense Ratio | 0.75 | 0.06 | 1,250% |
| Fund Existence | 15 years | 25 years | - |
| Gain YTD | -1.254 | 0.099 | -1,266% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 36.9B | 9% |
| Annual Yield % from dividends | 0.90 | 0.55 | 163% |
| Returns for 1 year | -1.58 | 6.95 | -23% |
| Returns for 3 years | 24.35 | 39.60 | 61% |
| Returns for 5 years | -3.49 | 36.63 | -10% |
| Returns for 10 years | 36.91 | 112.34 | 33% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement