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JISGX vs VSGIX
JISGX vs VSGIX Comparison
Open Charts JISGX vs VSGIX
JPMorgan Small Cap Growth L
Price$18.07
Change+$0.31 (+1.75%)
VolumeN/A
Net Assets2.81B
Vanguard Small Cap Growth Index I
Price$66.53
Change+$1.05 (+1.60%)
VolumeN/A
Net Assets33.7B
JISGX vs VSGIX Comparison Chart
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JISGX vs. VSGIX commentary
Apr 12, 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 JISGX is a Buy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33.7B vs. JISGX (2.81B). JISGX pays higher dividends than VSGIX: JISGX (0.89) vs VSGIX (0.61). JISGX was incepted earlier than VSGIX: JISGX (20 years) vs VSGIX (25 years). JISGX (0.85) is less costly to investors than VSGIX (0.06). JISGX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (19.00). JISGX has a lower initial minimum investment than VSGIX: JISGX (3000000) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : -7.87 vs. JISGX (-14.85). VSGIX return over 5 years is better than : 44.49 vs. JISGX (4.78).
| JISGX | VSGIX | JISGX / VSGIX | |
| Total Expense Ratio | 0.85 | 0.06 | 1,417% |
| Annual Report Gross Expense Ratio | 0.85 | 0.06 | 1,417% |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | -18.904 | -16.901 | 112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.81B | 33.7B | 8% |
| Annual Yield % from dividends | 0.89 | 0.61 | 147% |
| Returns for 1 year | -14.85 | -7.87 | 189% |
| Returns for 3 years | -14.27 | -1.55 | 921% |
| Returns for 5 years | 4.78 | 44.49 | 11% |
| Returns for 10 years | 15.38 | 76.79 | 20% |
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