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JISGX vs VSGIX
JISGX vs VSGIX Comparison
Open Charts JISGX vs VSGIX
JPMorgan Small Cap Growth L
Price$21.31
Change+$0.02 (+0.09%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index I
Price$77.79
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets34.95B
JISGX vs VSGIX Comparison Chart in %
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JISGX vs. VSGIX commentary
Jul 01, 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 Hold and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JISGX (3.25B). JISGX pays higher dividends than VSGIX: JISGX (0.85) vs VSGIX (0.58). 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 : 10.74 vs. JISGX (2.71). VSGIX return over 5 years is better than : 43.32 vs. JISGX (0.77).
| 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 | -2.694 | -1.279 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 3000000 | 5000000 | 60% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.85 | 0.58 | 148% |
| Returns for 1 year | 2.71 | 10.74 | 25% |
| Returns for 3 years | 23.43 | 37.90 | 62% |
| Returns for 5 years | 0.77 | 43.32 | 2% |
| Returns for 10 years | 35.31 | 111.41 | 32% |
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