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JGSMX vs VSGIX
JGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIX
JPMorgan Small Cap Growth R6
Price$20.18
Change+$0.45 (+2.28%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
JGSMX vs VSGIX Comparison Chart
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JGSMX vs. VSGIX commentary
Apr 03, 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: 36.8B vs. JGSMX (3.08B). JGSMX pays higher dividends than VSGIX: JGSMX (1.00) vs VSGIX (0.61). JGSMX was incepted earlier than VSGIX: JGSMX (14 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 (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 : -0.19 vs. JGSMX (-7.85). VSGIX return over 5 years is better than : 82.19 vs. JGSMX (34.30).
| 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 | 14 years | 25 years | - |
| Gain YTD | -11.604 | -9.642 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 5000000 | 300% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 36.8B | 8% |
| Annual Yield % from dividends | 1.00 | 0.61 | 164% |
| Returns for 1 year | -7.85 | -0.19 | 4,118% |
| Returns for 3 years | -11.30 | 1.38 | -816% |
| Returns for 5 years | 34.30 | 82.19 | 42% |
| Returns for 10 years | 30.39 | 94.01 | 32% |
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