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JISGX vs VSGIX
JISGX vs VSGIX Comparison
Open Charts JISGX vs VSGIX
JPMorgan Small Cap Growth L
Price$22.04
Change-$0.99 (-4.30%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.22
Change-$3.67 (-4.43%)
VolumeN/A
CapitalizationN/A
JISGX vs VSGIX Comparison Chart
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JISGX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 40.7B vs. JISGX (3.76B). VSGIX pays higher dividends than JISGX: VSGIX (0.67) vs JISGX (0.00). JISGX was incepted earlier than VSGIX: JISGX (20 years) vs VSGIX (25 years). JISGX is a more actively managed with annual turnover of: 33.00 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 : 24.05 vs. JISGX (20.32). VSGIX return over 5 years is better than : 49.74 vs. JISGX (14.31).
| JISGX | VSGIX | JISGX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 20 years | 25 years | - |
| Gain YTD | 17.801 | 22.063 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.76B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 20.32 | 24.05 | 84% |
| Returns for 3 years | -5.81 | 8.34 | -70% |
| Returns for 5 years | 14.31 | 49.74 | 29% |
| Returns for 10 years | 59.73 | 140.25 | 43% |
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