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JGSVX vs VSGAX
JGSVX vs VSGAX Comparison
Open Charts JGSVX vs VSGAX
JPMorgan Small Cap Growth R5
Price$23.24
Change+$0.43 (+1.89%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$102.83
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
JGSVX vs VSGAX Comparison Chart
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JGSVX vs. VSGAX commentary
Nov 22, 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 Buy and VSGAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35.8B vs. JGSVX (3.75B). 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 : 35.72 vs. JGSVX (33.49). VSGAX return over 5 years is better than : 53.72 vs. JGSVX (13.15).
| 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 | 18.753 | 21.272 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.75B | 35.8B | 10% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 33.49 | 35.72 | 94% |
| Returns for 3 years | -21.91 | 1.64 | -1,332% |
| Returns for 5 years | 13.15 | 53.72 | 24% |
| Returns for 10 years | N/A | 137.60 | - |