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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$19.82
Change+$0.44 (+2.27%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index Admiral
Price$90.42
Change+$1.51 (+1.70%)
VolumeN/A
Net Assets36.81B
JGSVX vs VSGAX Comparison Chart
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JGSVX vs. VSGAX commentary
Apr 03, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 36.8B vs. JGSVX (3.08B). 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 : -0.19 vs. JGSVX (-7.96). VSGAX return over 5 years is better than : 82.20 vs. JGSVX (33.25).
| 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 | -11.628 | -9.635 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 36.8B | 8% |
| Annual Yield % from dividends | 0.88 | 0.60 | 148% |
| Returns for 1 year | -7.96 | -0.19 | 4,123% |
| Returns for 3 years | -11.59 | 1.38 | -839% |
| Returns for 5 years | 33.25 | 82.20 | 40% |
| Returns for 10 years | N/A | 93.99 | - |
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