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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$22.24
Change-$0.14 (-0.63%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$74.95
Change-$0.33 (-0.44%)
VolumeN/A
CapitalizationN/A
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VS
VS
JGSMX vs VSGIX Comparison Chart
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JGSMX vs. VSGIX commentary
Sep 22, 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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35.3B vs. JGSMX (3.7B). VSGIX pays higher dividends than JGSMX: VSGIX (0.67) vs JGSMX (0.00). JGSMX was incepted earlier than VSGIX: JGSMX (14 years) vs VSGIX (24 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 (25.15) and JGSMX (24.32) have marching annual gain over last year. VSGIX return over 5 years is better than : 43.36 vs. JGSMX (12.76).
| JGSMX | VSGIX | JGSMX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 11.647 | 10.308 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 35.3B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 24.32 | 25.15 | 97% |
| Returns for 3 years | -26.01 | -6.70 | 388% |
| Returns for 5 years | 12.76 | 43.36 | 29% |
| Returns for 10 years | 53.60 | 126.99 | 42% |
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