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JISGX vs VSGAX
JISGX vs VSGAX Comparison
Open Charts JISGX vs VSGAX
JPMorgan Small Cap Growth L
Price$22.04
Change-$0.99 (-4.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$98.93
Change-$4.57 (-4.42%)
VolumeN/A
CapitalizationN/A
JISGX vs VSGAX Comparison Chart
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JISGX vs. VSGAX commentary
Dec 19, 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 JISGX is a Hold and VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. JISGX (3.76B). VSGAX pays higher dividends than JISGX: VSGAX (0.66) vs JISGX (0.00). JISGX was incepted earlier than VSGAX: JISGX (20 years) vs VSGAX (13 years). JISGX is a more actively managed with annual turnover of: 33.00 vs. VSGAX (19.00). VSGAX has a lower initial minimum investment than JISGX: VSGAX (3000) vs JISGX (3000000). VSGAX annual gain was more profitable for investors over the last year : 24.05 vs. JISGX (20.32). VSGAX return over 5 years is better than : 49.70 vs. JISGX (14.31).
| JISGX | VSGAX | JISGX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 13 years | - |
| Gain YTD | 17.801 | 22.062 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 3000 | 100,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.66 | - |
| Returns for 1 year | 20.32 | 24.05 | 85% |
| Returns for 3 years | -5.81 | 8.33 | -70% |
| Returns for 5 years | 14.31 | 49.70 | 29% |
| Returns for 10 years | 59.73 | 140.15 | 43% |
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