Ad is loading...
JSGZX vs VISGX
JSGZX vs VISGX Comparison
Open Charts JSGZX vs VISGX
JPMorgan Small Cap Growth R2
Price$13.72
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Growth Index I
Price$66.55
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
JSGZX vs VISGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. VISGX commentary
Apr 18, 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: 33.7B vs. JSGZX (2.85B). VISGX pays higher dividends than JSGZX: VISGX (0.46) vs JSGZX (0.38). JSGZX was incepted earlier than VISGX: JSGZX (16 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 (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 : -1.75 vs. JSGZX (-9.44). VISGX return over 5 years is better than : 42.89 vs. JSGZX (-3.31).
| JSGZX | VISGX | JSGZX / VISGX | |
| Total Expense Ratio | 1.49 | 0.19 | 784% |
| Annual Report Gross Expense Ratio | 1.53 | 0.19 | 805% |
| Fund Existence | 16 years | 27 years | - |
| Gain YTD | -16.717 | -16.005 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 33.7B | 8% |
| Annual Yield % from dividends | 0.38 | 0.46 | 83% |
| Returns for 1 year | -9.44 | -1.75 | 538% |
| Returns for 3 years | -14.00 | 0.08 | -17,407% |
| Returns for 5 years | -3.31 | 42.89 | -8% |
| Returns for 10 years | 0.48 | 77.98 | 1% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| BTZ | 10.21 | 0.06 | +0.59% |
| BlackRock Credit Allocation Income Trust | |||
| MGK | 292.51 | 0.24 | +0.08% |
| Vanguard Mega Cap Growth ETF | |||
| NFLY | 16.87 | N/A | N/A |
| YieldMax NFLX Option Income Strategy ETF | |||
| ASHS | 27.08 | -0.07 | -0.26% |
| Xtrackers Harvest CSI 500 CHN A SmCp ETF | |||
| AGGH | 20.18 | -0.19 | -0.93% |
| Simplify Aggregate Bond ETF | |||