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JSGZX vs VSGAX
JSGZX vs VSGAX Comparison
Open Charts JSGZX vs VSGAX
JPMorgan Small Cap Growth R2
Price$17.65
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets3.78B
Vanguard Small Cap Growth Index Admiral
Price$103.56
Change-$0.23 (-0.22%)
VolumeN/A
Net Assets38.1B
JSGZX vs VSGAX Comparison Chart
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JSGZX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.1B vs. JSGZX (3.78B). VSGAX pays higher dividends than JSGZX: VSGAX (0.66) vs JSGZX (0.00). JSGZX was incepted earlier than VSGAX: JSGZX (16 years) vs VSGAX (13 years). JSGZX is a more actively managed with annual turnover of: 33.00 vs. VSGAX (19.00). JSGZX has a lower initial minimum investment than VSGAX: JSGZX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 23.85 vs. JSGZX (20.31). VSGAX return over 5 years is better than : 46.43 vs. JSGZX (3.02).
| JSGZX | VSGAX | JSGZX / VSGAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 13 years | - |
| Gain YTD | 6.518 | 5.212 | 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 | 0.66 | - |
| Returns for 1 year | 20.31 | 23.85 | 85% |
| Returns for 3 years | 8.71 | 24.01 | 36% |
| Returns for 5 years | 3.02 | 46.43 | 7% |
| Returns for 10 years | 39.67 | 139.25 | 28% |
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