Ad is loading...
JPGSX vs VIGIX
JPGSX vs VIGIX Comparison
Open Charts JPGSX vs VIGIX
JPMorgan U.S. GARP Equity I
Price$87.31
Change+$1.02 (+1.18%)
VolumeN/A
Net Assets1.8B
Vanguard Growth Index Institutional
Price$214.04
Change+$2.76 (+1.31%)
VolumeN/A
Net Assets284.41B
JPGSX vs VIGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JPGSX vs. VIGIX commentary
Jan 19, 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 StrongBuy and VIGIX is a Hold.
FUNDAMENTALS
Fundamentals
VIGIX has more cash in the bank: 284B vs. JPGSX (1.8B). VIGIX pays higher dividends than JPGSX: VIGIX (0.53) vs JPGSX (0.27). JPGSX was incepted earlier than VIGIX: JPGSX (22 years) vs VIGIX (27 years). JPGSX is a more actively managed with annual turnover of: 45.00 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 : 32.00 vs. JPGSX (25.69). VIGIX return over 5 years is better than : 116.76 vs. JPGSX (52.52).
| JPGSX | VIGIX | JPGSX / VIGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 22 years | 27 years | - |
| Gain YTD | 1.641 | 1.330 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 5000000 | 20% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.8B | 284B | 1% |
| Annual Yield % from dividends | 0.27 | 0.53 | 51% |
| Returns for 1 year | 25.69 | 32.00 | 80% |
| Returns for 3 years | 34.50 | 41.44 | 83% |
| Returns for 5 years | 52.52 | 116.76 | 45% |
| Returns for 10 years | 129.58 | 306.59 | 42% |
View a ticker or compare two or three
VS
VS
Ad is loading...