Ad is loading...
JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$16.69
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Vanguard Small Cap Growth Index I
Price$76.82
Change-$0.27 (-0.35%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
JSGZX vs VSGIX Comparison Chart
Loading...
JSGZX vs. VSGIX commentary
Oct 18, 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 StrongBuy and VSGIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 36B vs. JSGZX (3.7B). VSGIX pays higher dividends than JSGZX: VSGIX (0.67) vs JSGZX (0.00). JSGZX was incepted earlier than VSGIX: JSGZX (16 years) vs VSGIX (24 years). JSGZX is a more actively managed with annual turnover of: 33.00 vs. VSGIX (19.00). JSGZX has a lower initial minimum investment than VSGIX: JSGZX (0) vs VSGIX (5000000). VSGIX (27.94) and JSGZX (27.02) have marching annual gain over last year. VSGIX return over 5 years is better than : 50.65 vs. JSGZX (6.37).
| JSGZX | VSGIX | JSGZX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 24 years | - |
| Gain YTD | 12.618 | 13.522 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.7B | 36B | 10% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 27.02 | 27.94 | 97% |
| Returns for 3 years | -29.55 | -4.45 | 664% |
| Returns for 5 years | 6.37 | 50.65 | 13% |
| Returns for 10 years | 33.20 | 144.55 | 23% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers