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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$23.36
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Growth Index Admiral
Price$103.56
Change-$0.23 (-0.22%)
VolumeN/A
Net Assets38.1B
JGSVX vs VSGAX Comparison Chart
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JGSVX vs. VSGAX commentary
Jan 23, 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 Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JGSVX (3.78B). VSGAX pays higher dividends than JGSVX: VSGAX (0.66) vs JGSVX (0.00). JGSVX was incepted earlier than VSGAX: JGSVX (8 years) vs VSGAX (13 years). JGSVX is a more actively managed with annual turnover of: 33.00 vs. VSGAX (19.00). JGSVX has a lower initial minimum investment than VSGAX: JGSVX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 23.85 vs. JGSVX (21.04). VSGAX return over 5 years is better than : 46.43 vs. JGSVX (11.87).
| JGSVX | VSGAX | JGSVX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 6.521 | 5.212 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 21.04 | 23.85 | 88% |
| Returns for 3 years | 10.99 | 24.01 | 46% |
| Returns for 5 years | 11.87 | 46.43 | 26% |
| Returns for 10 years | N/A | 139.25 | - |
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