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JPGSX vs VIGIX
JPGSX vs VIGIX Comparison
Open Charts JPGSX vs VIGIX
JPMorgan U.S. GARP Equity I
Price$76.98
Change+$7.96 (+11.53%)
VolumeN/A
Net Assets1.46B
Vanguard Growth Index Institutional
Price$189.51
Change+$20.34 (+12.02%)
VolumeN/A
Net Assets260.76B
JPGSX vs VIGIX Comparison Chart
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JPGSX 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 JPGSX is a Buy and VIGIX is a Buy.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 261B vs. JPGSX (1.46B). VIGIX pays higher dividends than JPGSX: VIGIX (0.52) vs JPGSX (0.16). JPGSX was incepted earlier than VIGIX: JPGSX (22 years) vs VIGIX (27 years). JPGSX (0.65) is less costly to investors than VIGIX (0.04). JPGSX is a more actively managed with annual turnover of: 46.00 vs. VIGIX (5.00). JPGSX has a lower initial minimum investment than VIGIX: JPGSX (1000000) vs VIGIX (5000000). VIGIX annual gain was more profitable for investors over the last year : -4.20 vs. JPGSX (-10.72). VIGIX return over 5 years is better than : 96.03 vs. JPGSX (39.20).
| JPGSX | VIGIX | JPGSX / VIGIX | |
| Total Expense Ratio | 0.59 | 0.04 | 1,475% |
| Annual Report Gross Expense Ratio | 0.65 | 0.04 | 1,625% |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | -19.651 | -19.912 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.46B | 261B | 1% |
| Annual Yield % from dividends | 0.16 | 0.52 | 31% |
| Returns for 1 year | -10.72 | -4.20 | 255% |
| Returns for 3 years | 11.41 | 17.90 | 64% |
| Returns for 5 years | 39.20 | 96.03 | 41% |
| Returns for 10 years | 73.07 | 201.84 | 36% |