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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$16.14
Change-$0.11 (-0.68%)
VolumeN/A
Net Assets3.16B
Vanguard Small Cap Growth Index I
Price$78.89
Change-$0.24 (-0.30%)
VolumeN/A
Net Assets37.46B
JSGZX vs VSGIX Comparison Chart in %
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JSGZX vs. VSGIX commentary
Aug 08, 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 37.5B vs. JSGZX (3.16B). VSGIX pays higher dividends than JSGZX: VSGIX (0.54) vs JSGZX (0.34). 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 : 17.08 vs. JSGZX (8.99). VSGIX return over 5 years is better than : 31.02 vs. JSGZX (-18.15).
| 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 | -1.931 | 0.442 | -437% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.16B | 37.5B | 8% |
| Annual Yield % from dividends | 0.34 | 0.54 | 63% |
| Returns for 1 year | 8.99 | 17.08 | 53% |
| Returns for 3 years | 5.74 | 23.12 | 25% |
| Returns for 5 years | -18.15 | 31.02 | -59% |
| Returns for 10 years | 16.21 | 116.53 | 14% |
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