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JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$16.07
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index I
Price$77.66
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets34.95B
JSGZX vs VISGX Comparison Chart in %
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JSGZX vs. VISGX commentary
Jul 01, 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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JSGZX (3.25B). VISGX pays higher dividends than JSGZX: VISGX (0.44) vs JSGZX (0.37). 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 : 10.67 vs. JSGZX (2.05). VISGX return over 5 years is better than : 42.98 vs. JSGZX (-7.28).
| 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 | -3.018 | -1.316 | 229% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.37 | 0.44 | 83% |
| Returns for 1 year | 2.05 | 10.67 | 19% |
| Returns for 3 years | 20.87 | 37.72 | 55% |
| Returns for 5 years | -7.28 | 42.98 | -17% |
| Returns for 10 years | 13.55 | 110.43 | 12% |
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