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JISGX vs VSGIX
JISGX vs VSGIX Comparison
Open Charts JISGX vs VSGIX
JPMorgan Small Cap Growth L
Price$19.62
Change-$0.09 (-0.46%)
VolumeN/A
Net Assets3.08B
Vanguard Small Cap Growth Index I
Price$72.37
Change-$0.15 (-0.21%)
VolumeN/A
Net Assets32.98B
JISGX vs VSGIX Comparison Chart
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JISGX vs. VSGIX commentary
May 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: 33B vs. JISGX (3.08B). JISGX pays higher dividends than VSGIX: JISGX (0.90) 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 (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 : 2.11 vs. JISGX (-4.01). VSGIX return over 5 years is better than : 41.73 vs. JISGX (0.75).
| 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 | -10.411 | -8.157 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.08B | 33B | 9% |
| Annual Yield % from dividends | 0.90 | 0.61 | 146% |
| Returns for 1 year | -4.01 | 2.11 | -190% |
| Returns for 3 years | 14.83 | 28.11 | 53% |
| Returns for 5 years | 0.75 | 41.73 | 2% |
| Returns for 10 years | 30.91 | 98.57 | 31% |
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