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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$22.43
Change-$0.47 (-2.05%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$78.95
Change-$1.26 (-1.57%)
VolumeN/A
CapitalizationN/A
JGSVX vs VSGIX Comparison Chart
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JGSVX vs. VSGIX commentary
Nov 18, 2024
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: 35.8B vs. JGSVX (3.69B). VSGIX pays higher dividends than JGSVX: VSGIX (0.67) vs JGSVX (0.00). JGSVX was incepted earlier than VSGIX: JGSVX (8 years) vs VSGIX (25 years). JGSVX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). JGSVX has a lower initial minimum investment than VSGIX: JGSVX (0) vs VSGIX (5000000). VSGIX (32.38) and JGSVX (31.79) have marching annual gain over last year. VSGIX return over 5 years is better than : 47.68 vs. JGSVX (9.96).
| JGSVX | VSGIX | JGSVX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 14.614 | 16.261 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.69B | 35.8B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 31.79 | 32.38 | 98% |
| Returns for 3 years | -28.75 | -6.64 | 433% |
| Returns for 5 years | 9.96 | 47.68 | 21% |
| Returns for 10 years | N/A | 131.66 | - |
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