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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$23.36
Change-$0.03 (-0.13%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Growth Index I
Price$82.94
Change-$0.18 (-0.22%)
VolumeN/A
Net Assets38.1B
JGSVX vs VSGIX Comparison Chart
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JGSVX vs. VSGIX commentary
Jan 23, 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.1B vs. JGSVX (3.78B). VSGIX pays higher dividends than JGSVX: VSGIX (0.67) vs JGSVX (0.00). JGSVX was incepted earlier than VSGIX: JGSVX (8 years) vs VSGIX (25 years). JGSVX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). JGSVX has a lower initial minimum investment than VSGIX: JGSVX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 23.86 vs. JGSVX (21.04). VSGIX return over 5 years is better than : 46.47 vs. JGSVX (11.87).
| JGSVX | VSGIX | JGSVX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 6.521 | 5.214 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 21.04 | 23.86 | 88% |
| Returns for 3 years | 10.99 | 24.02 | 46% |
| Returns for 5 years | 11.87 | 46.47 | 26% |
| Returns for 10 years | N/A | 139.27 | - |
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