Interact to see
Advertisement
Advertisement
JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$22.74
Change+$0.09 (+0.40%)
VolumeN/A
Net AssetsN/A
Vanguard Small Cap Growth Index I
Price$84.57
Change+$0.17 (+0.20%)
VolumeN/A
Net Assets38.63B
JGSVX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JGSVX vs. VSGIX commentary
Sep 17, 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 Buy.
FUNDAMENTALS
Fundamentals
JGSVX pays higher dividends than VSGIX: JGSVX (0.76) vs VSGIX (0.52). JGSVX was incepted earlier than VSGIX: JGSVX (9 years) vs VSGIX (25 years). JGSVX (0.86) is less costly to investors than VSGIX (0.06). JGSVX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). 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 : 15.07 vs. JGSVX (6.37). VSGIX return over 5 years is better than : 41.89 vs. JGSVX (-6.70).
| JGSVX | VSGIX | JGSVX / VSGIX | |
| Total Expense Ratio | 0.84 | 0.06 | 1,400% |
| Annual Report Gross Expense Ratio | 0.86 | 0.06 | 1,433% |
| Fund Existence | 9 years | 25 years | - |
| Gain YTD | 3.283 | 7.131 | 46% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | N/A | 38.6B | - |
| Annual Yield % from dividends | 0.76 | 0.52 | 146% |
| Returns for 1 year | 6.37 | 15.07 | 42% |
| Returns for 3 years | 21.93 | 42.63 | 51% |
| Returns for 5 years | -6.70 | 41.89 | -16% |
| Returns for 10 years | N/A | 143.33 | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers