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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$23.49
Change-$0.26 (-1.09%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$82.89
Change-$0.85 (-1.02%)
VolumeN/A
CapitalizationN/A
JGSMX vs VSGIX Comparison Chart
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JGSMX vs. VSGIX commentary
Dec 18, 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 Hold and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. JGSMX (3.8B). 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 : 24.05 vs. JGSMX (20.46). VSGIX return over 5 years is better than : 49.74 vs. JGSMX (15.23).
| 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 | 17.922 | 22.063 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.8B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 20.46 | 24.05 | 85% |
| Returns for 3 years | -5.51 | 8.34 | -66% |
| Returns for 5 years | 15.23 | 49.74 | 31% |
| Returns for 10 years | 62.35 | 140.25 | 44% |
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