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JGSVX vs VISGX
JGSVX vs VISGX Comparison
Open Charts JGSVX vs VISGX
JPMorgan Small Cap Growth R5
Price$19.64
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index I
Price$72.26
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
JGSVX vs VISGX Comparison Chart
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JGSVX vs. VISGX commentary
May 11, 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 Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 33B vs. JGSVX (3.08B). JGSVX pays higher dividends than VISGX: JGSVX (0.89) vs VISGX (0.47). 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 : 2.03 vs. JGSVX (-4.01). VISGX return over 5 years is better than : 41.44 vs. JGSVX (0.75).
| 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 | -10.442 | -8.178 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 33B | 9% |
| Annual Yield % from dividends | 0.89 | 0.47 | 189% |
| Returns for 1 year | -4.01 | 2.03 | -198% |
| Returns for 3 years | 14.81 | 27.95 | 53% |
| Returns for 5 years | 0.75 | 41.44 | 2% |
| Returns for 10 years | N/A | 97.69 | - |
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