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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$21.64
Change-$0.11 (-0.51%)
VolumeN/A
Net Assets3.12B
Vanguard Small Cap Growth Index I
Price$78.29
Change-$0.24 (-0.31%)
VolumeN/A
Net Assets37.46B
JGSMX vs VSGIX Comparison Chart in %
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JGSMX vs. VSGIX commentary
Aug 12, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JGSMX (3.12B). JGSMX pays higher dividends than VSGIX: JGSMX (0.88) vs VSGIX (0.54). 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 : 13.15 vs. JGSMX (5.23). VSGIX return over 5 years is better than : 30.99 vs. JGSMX (-11.15).
| 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 | -2.554 | -0.320 | 799% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.12B | 37.5B | 8% |
| Annual Yield % from dividends | 0.88 | 0.54 | 163% |
| Returns for 1 year | 5.23 | 13.15 | 40% |
| Returns for 3 years | 3.89 | 18.68 | 21% |
| Returns for 5 years | -11.15 | 30.99 | -36% |
| Returns for 10 years | 41.52 | 116.27 | 36% |
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