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JLGRX vs VIGIX
JLGRX vs VIGIX Comparison
Open Charts JLGRX vs VIGIX
JPMorgan Large Cap Growth R5
Price$72.70
Change-$2.75 (-3.64%)
VolumeN/A
Net Assets96.59B
Vanguard Growth Index Institutional
Price$181.77
Change-$7.74 (-4.08%)
VolumeN/A
Net Assets260.76B
JLGRX vs VIGIX Comparison Chart
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JLGRX vs. VIGIX commentary
Apr 11, 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 JLGRX is a Hold and VIGIX is a Buy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 261B vs. JLGRX (96.6B). VIGIX pays higher dividends than JLGRX: VIGIX (0.52) vs JLGRX (0.12). JLGRX was incepted earlier than VIGIX: JLGRX (16 years) vs VIGIX (27 years). JLGRX (0.60) is less costly to investors than VIGIX (0.04). JLGRX is a more actively managed with annual turnover of: 32.00 vs. VIGIX (5.00). JLGRX has a lower initial minimum investment than VIGIX: JLGRX (0) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : 7.99 vs. JLGRX (4.78). VIGIX return over 5 years is better than : 119.59 vs. JLGRX (92.85).
| JLGRX | VIGIX | JLGRX / VIGIX | |
| Total Expense Ratio | 0.54 | 0.04 | 1,350% |
| Annual Report Gross Expense Ratio | 0.60 | 0.04 | 1,500% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -8.734 | -10.283 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 96.6B | 261B | 37% |
| Annual Yield % from dividends | 0.12 | 0.52 | 24% |
| Returns for 1 year | 4.78 | 7.99 | 60% |
| Returns for 3 years | 36.93 | 35.25 | 105% |
| Returns for 5 years | 92.85 | 119.59 | 78% |
| Returns for 10 years | 104.86 | 239.64 | 44% |
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