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JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$17.65
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Growth Index I
Price$82.81
Change-$0.19 (-0.23%)
VolumeN/A
Net Assets38.1B
JSGZX vs VISGX Comparison Chart
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JSGZX vs. VISGX commentary
Jan 23, 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 Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.1B vs. JSGZX (3.78B). 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 : 23.76 vs. JSGZX (20.31). VISGX return over 5 years is better than : 46.14 vs. JSGZX (3.02).
| 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 | 6.518 | 5.196 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.78B | 38.1B | 10% |
| Annual Yield % from dividends | 0.00 | 0.55 | - |
| Returns for 1 year | 20.31 | 23.76 | 85% |
| Returns for 3 years | 8.71 | 23.83 | 37% |
| Returns for 5 years | 3.02 | 46.14 | 7% |
| Returns for 10 years | 39.67 | 138.16 | 29% |
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