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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$21.64
Change+$0.25 (+1.17%)
VolumeN/A
Net Assets3.24B
Vanguard Small Cap Growth Index I
Price$78.46
Change+$0.60 (+0.77%)
VolumeN/A
Net Assets34.95B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX commentary
Jul 03, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGSVX (3.24B). JGSVX pays higher dividends than VSGIX: JGSVX (0.80) vs VSGIX (0.55). 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 : 11.42 vs. JGSVX (3.99). VSGIX return over 5 years is better than : 38.25 vs. JGSVX (-2.20).
| 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 | -2.462 | -1.170 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.24B | 35B | 9% |
| Annual Yield % from dividends | 0.80 | 0.55 | 144% |
| Returns for 1 year | 3.99 | 11.42 | 35% |
| Returns for 3 years | 24.10 | 39.38 | 61% |
| Returns for 5 years | -2.20 | 38.25 | -6% |
| Returns for 10 years | N/A | 112.09 | - |
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