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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$19.82
Change+$0.44 (+2.27%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index I
Price$72.41
Change+$1.21 (+1.70%)
VolumeN/A
Net Assets36.81B
JGSVX vs VSGIX Comparison Chart
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JGSVX vs. VSGIX commentary
Apr 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 Buy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36.8B vs. JGSVX (3.08B). 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 : -0.19 vs. JGSVX (-7.96). VSGIX return over 5 years is better than : 82.19 vs. JGSVX (33.25).
| 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 | -11.628 | -9.642 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 36.8B | 8% |
| Annual Yield % from dividends | 0.88 | 0.61 | 145% |
| Returns for 1 year | -7.96 | -0.19 | 4,174% |
| Returns for 3 years | -11.59 | 1.38 | -837% |
| Returns for 5 years | 33.25 | 82.19 | 40% |
| Returns for 10 years | N/A | 94.01 | - |
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