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JSGZX vs VSGAX
JSGZX vs VSGAX Comparison
Open Charts JSGZX vs VSGAX
JPMorgan Small Cap Growth R2
Price$16.70
Change+$0.19 (+1.15%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index Admiral
Price$99.79
Change+$1.16 (+1.18%)
VolumeN/A
CapitalizationN/A
JSGZX vs VSGAX Comparison Chart
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JSGZX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 40.7B vs. JSGZX (3.62B). 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 : 18.15 vs. JSGZX (13.91). VSGAX return over 5 years is better than : 43.53 vs. JSGZX (1.00).
| 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 | 13.066 | 17.686 | 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 | 0.66 | - |
| Returns for 1 year | 13.91 | 18.15 | 77% |
| Returns for 3 years | -12.64 | 2.97 | -425% |
| Returns for 5 years | 1.00 | 43.53 | 2% |
| Returns for 10 years | 29.99 | 130.91 | 23% |