JGSMX
Price
$21.00
Change
+$0.01 (+0.05%)
Updated
Jun 4 closing price
Net Assets
3.17B
VSGIX
Price
$75.74
Change
-$0.13 (-0.17%)
Updated
Jun 5 closing price
Net Assets
34.95B
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JGSMX vs VSGIX

Header iconJGSMX vs VSGIX Comparison
Open Charts JGSMX vs VSGIXBanner chart's image
JPMorgan Small Cap Growth R6
Price$21.00
Change+$0.01 (+0.05%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$75.74
Change-$0.13 (-0.17%)
VolumeN/A
Net Assets34.95B
JGSMX vs VSGIX Comparison Chart
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JGSMX vs. VSGIX commentary
Jun 06, 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.

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FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGSMX (3.17B). JGSMX pays higher dividends than VSGIX: JGSMX (0.96) vs VSGIX (0.58). 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 : 7.83 vs. JGSMX (2.89). VSGIX return over 5 years is better than : 34.29 vs. JGSMX (-3.41).
JGSMXVSGIXJGSMX / VSGIX
Total Expense Ratio0.740.061,233%
Annual Report Gross Expense Ratio0.750.061,250%
Fund Existence15 years25 years-
Gain YTD-5.959-3.715160%
Front LoadN/AN/A-
Min. Initial Investment150000005000000300%
Min. Initial Investment IRAN/AN/A-
Net Assets3.17B35B9%
Annual Yield % from dividends0.960.58166%
Returns for 1 year2.897.8337%
Returns for 3 years12.6324.9251%
Returns for 5 years-3.4134.29-10%
Returns for 10 years33.83105.3232%
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