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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$21.44
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index I
Price$78.78
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
JGSVX vs VISGX Comparison Chart in %
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JGSVX vs. VISGX commentary
Aug 09, 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 JGSVX is a Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. JGSVX (3.14B). JGSVX pays higher dividends than VISGX: JGSVX (0.78) vs VISGX (0.42). JGSVX was incepted earlier than VISGX: JGSVX (9 years) vs VISGX (27 years). JGSVX (0.86) is less costly to investors than VISGX (0.19). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). JGSVX has a lower initial minimum investment than VISGX: JGSVX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 17.04 vs. JGSVX (9.67). VISGX return over 5 years is better than : 30.77 vs. JGSVX (-11.07).
| JGSVX | VISGX | JGSVX / VISGX | |
| Total Expense Ratio | 0.84 | 0.19 | 442% |
| Annual Report Gross Expense Ratio | 0.86 | 0.19 | 453% |
| Fund Existence | 9 years | 27 years | - |
| Gain YTD | -1.596 | 0.428 | -373% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 37.5B | 8% |
| Annual Yield % from dividends | 0.78 | 0.42 | 188% |
| Returns for 1 year | 9.67 | 17.04 | 57% |
| Returns for 3 years | 7.88 | 23.00 | 34% |
| Returns for 5 years | -11.07 | 30.77 | -36% |
| Returns for 10 years | N/A | 115.64 | - |
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