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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$16.07
Change+$0.01 (+0.06%)
VolumeN/A
Net Assets3.25B
Vanguard Small Cap Growth Index I
Price$77.79
Change+$0.11 (+0.14%)
VolumeN/A
Net Assets34.95B
JSGZX vs VSGIX Comparison Chart in %
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VS
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JSGZX vs. VSGIX commentary
Jul 01, 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JSGZX (3.25B). 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 : 10.74 vs. JSGZX (2.05). VSGIX return over 5 years is better than : 43.32 vs. JSGZX (-7.28).
| 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 | -3.018 | -1.279 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.25B | 35B | 9% |
| Annual Yield % from dividends | 0.37 | 0.58 | 64% |
| Returns for 1 year | 2.05 | 10.74 | 19% |
| Returns for 3 years | 20.87 | 37.90 | 55% |
| Returns for 5 years | -7.28 | 43.32 | -17% |
| Returns for 10 years | 13.55 | 111.41 | 12% |
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