Interact to see
Advertisement
Advertisement
JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$15.74
Change+$0.20 (+1.29%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$76.52
Change+$0.78 (+1.03%)
VolumeN/A
Net Assets34.95B
JSGZX vs VSGIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
JSGZX vs. VSGIX commentary
Jun 07, 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 StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JSGZX (3.17B). VSGIX pays higher dividends than JSGZX: VSGIX (0.58) vs JSGZX (0.37). JSGZX was incepted earlier than VSGIX: JSGZX (17 years) vs VSGIX (25 years). JSGZX (1.53) is less costly to investors than VSGIX (0.06). JSGZX is a more actively managed with annual turnover of: 43.00 vs. VSGIX (21.00). JSGZX has a lower initial minimum investment than VSGIX: JSGZX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 8.12 vs. JSGZX (0.53). VSGIX return over 5 years is better than : 34.06 vs. JSGZX (-11.76).
| JSGZX | VSGIX | JSGZX / VSGIX | |
| Total Expense Ratio | 1.49 | 0.06 | 2,483% |
| Annual Report Gross Expense Ratio | 1.53 | 0.06 | 2,550% |
| Fund Existence | 17 years | 25 years | - |
| Gain YTD | -6.216 | -3.880 | 160% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 35B | 9% |
| Annual Yield % from dividends | 0.37 | 0.58 | 64% |
| Returns for 1 year | 0.53 | 8.12 | 7% |
| Returns for 3 years | 7.91 | 23.03 | 34% |
| Returns for 5 years | -11.76 | 34.06 | -35% |
| Returns for 10 years | 11.61 | 105.73 | 11% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers