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JISGX vs VSGIX
JISGX vs VSGIX Comparison
Open Charts JISGX vs VSGIX
JPMorgan Small Cap Growth L
Price$21.56
Change-$0.26 (-1.19%)
VolumeN/A
Net Assets3.21B
Vanguard Small Cap Growth Index I
Price$79.13
Change-$0.13 (-0.16%)
VolumeN/A
Net Assets37.46B
JISGX vs VSGIX Comparison Chart in %
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JISGX vs. VSGIX commentary
Aug 07, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JISGX (3.21B). JISGX pays higher dividends than VSGIX: JISGX (0.79) vs VSGIX (0.54). 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 (21.00). 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 : 15.91 vs. JISGX (9.14). VSGIX return over 5 years is better than : 31.23 vs. JISGX (-9.97).
| 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 | -0.365 | 0.607 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.21B | 37.5B | 9% |
| Annual Yield % from dividends | 0.79 | 0.54 | 146% |
| Returns for 1 year | 9.14 | 15.91 | 57% |
| Returns for 3 years | 10.34 | 24.51 | 42% |
| Returns for 5 years | -9.97 | 31.23 | -32% |
| Returns for 10 years | 41.93 | 119.52 | 35% |
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