Ad is loading...
JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$16.70
Change+$0.19 (+1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$79.78
Change+$0.92 (+1.17%)
VolumeN/A
CapitalizationN/A
JSGZX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. VISGX commentary
Dec 23, 2024
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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 40.7B vs. JSGZX (3.62B). VISGX pays higher dividends than JSGZX: VISGX (0.55) vs JSGZX (0.00). JSGZX was incepted earlier than VISGX: JSGZX (16 years) vs VISGX (27 years). JSGZX is a more actively managed with annual turnover of: 33.00 vs. VISGX (19.00). 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 : 18.05 vs. JSGZX (13.91). VISGX return over 5 years is better than : 43.27 vs. JSGZX (1.00).
| JSGZX | VISGX | JSGZX / VISGX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | 13.066 | 17.595 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 40.7B | 9% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 13.91 | 18.05 | 77% |
| Returns for 3 years | -12.64 | 2.84 | -445% |
| Returns for 5 years | 1.00 | 43.27 | 2% |
| Returns for 10 years | 29.99 | 129.84 | 23% |