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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$22.09
Change+$0.24 (+1.10%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$99.79
Change+$1.16 (+1.18%)
VolumeN/A
CapitalizationN/A
JGSVX vs VSGAX Comparison Chart
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JGSVX vs. VSGAX commentary
Dec 23, 2024
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: 40.7B vs. JGSVX (3.62B). 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 : 18.15 vs. JGSVX (14.63). VSGAX return over 5 years is better than : 43.53 vs. JGSVX (9.75).
| 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 | 13.755 | 17.686 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 14.63 | 18.15 | 81% |
| Returns for 3 years | -10.81 | 2.97 | -363% |
| Returns for 5 years | 9.75 | 43.53 | 22% |
| Returns for 10 years | N/A | 130.91 | - |
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