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JGVRX vs VIGAX
JGVRX vs VIGAX Comparison
Open Charts JGVRX vs VIGAX
JPMorgan Growth Advantage R5
Price$33.52
Change-$0.57 (-1.67%)
VolumeN/A
Net Assets17.06B
Vanguard Growth Index Admiral
Price$169.16
Change-$3.03 (-1.76%)
VolumeN/A
Net Assets260.76B
JGVRX vs VIGAX Comparison Chart
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JGVRX vs. VIGAX commentary
Apr 10, 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 JGVRX is a Hold and VIGAX is a Hold.
FUNDAMENTALS
Fundamentals
VIGAX has more cash in the bank: 261B vs. JGVRX (17.1B). VIGAX pays higher dividends than JGVRX: VIGAX (0.51) vs JGVRX (0.00). JGVRX was incepted earlier than VIGAX: JGVRX (16 years) vs VIGAX (24 years). JGVRX (0.68) is less costly to investors than VIGAX (0.05). JGVRX is a more actively managed with annual turnover of: 28.00 vs. VIGAX (5.00). JGVRX has a lower initial minimum investment than VIGAX: JGVRX (0) vs VIGAX (3000). VIGAX annual gain was more profitable for investors over the last year : -2.36 vs. JGVRX (-11.02). VIGAX return over 5 years is better than : 99.55 vs. JGVRX (57.61).
| JGVRX | VIGAX | JGVRX / VIGAX | |
| Total Expense Ratio | 0.60 | 0.05 | 1,200% |
| Annual Report Gross Expense Ratio | 0.68 | 0.05 | 1,360% |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | -18.659 | -18.478 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 17.1B | 261B | 7% |
| Annual Yield % from dividends | 0.00 | 0.51 | - |
| Returns for 1 year | -11.02 | -2.36 | 467% |
| Returns for 3 years | 11.48 | 20.00 | 57% |
| Returns for 5 years | 57.61 | 99.55 | 58% |
| Returns for 10 years | 114.64 | 207.22 | 55% |
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