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JGSVX vs VSGIX
JGSVX vs VSGIX Comparison
Open Charts JGSVX vs VSGIX
JPMorgan Small Cap Growth R5
Price$22.06
Change-$0.77 (-3.37%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JGSVX vs VSGIX Comparison Chart
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JGSVX vs. VSGIX commentary
Feb 23, 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: 39.6B vs. JGSVX (3.52B). 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 annual gain was more profitable for investors over the last year : 16.61 vs. JGSVX (6.99). VSGIX return over 5 years is better than : 40.02 vs. JGSVX (0.96).
| 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 | 0.593 | 2.892 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.99 | 16.61 | 42% |
| Returns for 3 years | 6.42 | 23.24 | 28% |
| Returns for 5 years | 0.96 | 40.02 | 2% |
| Returns for 10 years | N/A | 123.38 | - |