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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$21.34
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index Admiral
Price$97.14
Change+$0.15 (+0.15%)
VolumeN/A
Net Assets34.95B
JGSVX vs VSGAX Comparison Chart in %
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JGSVX vs. VSGAX commentary
Jul 01, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JGSVX (3.25B). JGSVX pays higher dividends than VSGAX: JGSVX (0.85) vs VSGAX (0.57). 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 (21.00). 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 : 10.74 vs. JGSVX (2.75). VSGAX return over 5 years is better than : 43.30 vs. JGSVX (0.81).
| 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 | -2.690 | -1.271 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.85 | 0.57 | 149% |
| Returns for 1 year | 2.75 | 10.74 | 26% |
| Returns for 3 years | 23.46 | 37.89 | 62% |
| Returns for 5 years | 0.81 | 43.30 | 2% |
| Returns for 10 years | N/A | 111.36 | - |
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