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JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$16.14
Change-$0.11 (-0.68%)
VolumeN/A
Net Assets3.16B
Vanguard Small Cap Growth Index I
Price$78.78
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
JSGZX vs VISGX Comparison Chart in %
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JSGZX vs. VISGX commentary
Aug 08, 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 JSGZX is a Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. JSGZX (3.16B). VISGX pays higher dividends than JSGZX: VISGX (0.42) vs JSGZX (0.34). JSGZX was incepted earlier than VISGX: JSGZX (17 years) vs VISGX (27 years). JSGZX (1.53) is less costly to investors than VISGX (0.19). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). JSGZX has a lower initial minimum investment than VISGX: JSGZX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 17.04 vs. JSGZX (8.99). VISGX return over 5 years is better than : 30.77 vs. JSGZX (-18.15).
| JSGZX | VISGX | JSGZX / VISGX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.53 | 0.19 | 805% |
| Fund Existence | 17 years | 27 years | - |
| Gain YTD | -1.931 | 0.428 | -451% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 37.5B | 8% |
| Annual Yield % from dividends | 0.34 | 0.42 | 82% |
| Returns for 1 year | 8.99 | 17.04 | 53% |
| Returns for 3 years | 5.74 | 23.00 | 25% |
| Returns for 5 years | -18.15 | 30.77 | -59% |
| Returns for 10 years | 16.21 | 115.64 | 14% |
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