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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$18.51
Change+$0.38 (+2.10%)
VolumeN/A
Net Assets2.87B
Vanguard Small Cap Growth Index I
Price$67.75
Change+$1.28 (+1.93%)
VolumeN/A
Net Assets33.7B
JGSVX vs VSGIX Comparison Chart
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JGSVX vs. VSGIX commentary
Apr 24, 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 Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JGSVX (2.87B). JGSVX pays higher dividends than VSGIX: JGSVX (0.88) vs VSGIX (0.61). 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 (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 : -3.28 vs. JGSVX (-9.59). VSGIX return over 5 years is better than : 42.37 vs. JGSVX (2.13).
| 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 | -17.328 | -15.645 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.87B | 33.7B | 9% |
| Annual Yield % from dividends | 0.88 | 0.61 | 145% |
| Returns for 1 year | -9.59 | -3.28 | 293% |
| Returns for 3 years | -8.42 | 3.51 | -240% |
| Returns for 5 years | 2.13 | 42.37 | 5% |
| Returns for 10 years | N/A | 78.47 | - |
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