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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$21.44
Change-$0.14 (-0.65%)
VolumeN/A
Net Assets3.14B
Vanguard Small Cap Growth Index I
Price$78.89
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
JGSVX vs VSGIX Comparison Chart in %
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JGSVX vs. VSGIX commentary
Aug 09, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JGSVX (3.14B). JGSVX pays higher dividends than VSGIX: JGSVX (0.78) vs VSGIX (0.54). 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 : 17.08 vs. JGSVX (9.67). VSGIX return over 5 years is better than : 31.02 vs. JGSVX (-11.07).
| 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 | -1.596 | 0.442 | -361% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.14B | 37.5B | 8% |
| Annual Yield % from dividends | 0.78 | 0.54 | 144% |
| Returns for 1 year | 9.67 | 17.08 | 57% |
| Returns for 3 years | 7.88 | 23.12 | 34% |
| Returns for 5 years | -11.07 | 31.02 | -36% |
| Returns for 10 years | N/A | 116.53 | - |
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