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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$18.51
Change+$0.38 (+2.10%)
VolumeN/A
Net Assets2.87B
Vanguard Small Cap Growth Index Admiral
Price$84.59
Change+$1.59 (+1.92%)
VolumeN/A
Net Assets33.7B
JGSVX vs VSGAX Comparison Chart
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JGSVX vs. VSGAX commentary
Apr 24, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 33.7B vs. JGSVX (2.87B). JGSVX pays higher dividends than VSGAX: JGSVX (0.88) vs VSGAX (0.60). JGSVX was incepted earlier than VSGAX: JGSVX (9 years) vs VSGAX (14 years). JGSVX (0.86) is less costly to investors than VSGAX (0.07). JGSVX is a more actively managed with annual turnover of: 43.00 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 : -3.29 vs. JGSVX (-9.59). VSGAX return over 5 years is better than : 42.34 vs. JGSVX (2.13).
| JGSVX | VSGAX | JGSVX / VSGAX | |
| Total Expense Ratio | 0.84 | 0.07 | 1,200% |
| Annual Report Gross Expense Ratio | 0.86 | 0.07 | 1,229% |
| Fund Existence | 9 years | 14 years | - |
| Gain YTD | -17.328 | -15.642 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 33.7B | 9% |
| Annual Yield % from dividends | 0.88 | 0.60 | 148% |
| Returns for 1 year | -9.59 | -3.29 | 292% |
| Returns for 3 years | -8.42 | 3.50 | -241% |
| Returns for 5 years | 2.13 | 42.34 | 5% |
| Returns for 10 years | N/A | 78.44 | - |
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