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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$14.88
Change+$0.24 (+1.64%)
VolumeN/A
Net Assets3.05B
Vanguard Small Cap Growth Index I
Price$72.52
Change+$1.10 (+1.54%)
VolumeN/A
Net Assets32.98B
JSGZX vs VSGIX Comparison Chart
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JSGZX vs. VSGIX commentary
May 09, 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 Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 33B vs. JSGZX (3.05B). VSGIX pays higher dividends than JSGZX: VSGIX (0.61) vs JSGZX (0.39). 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 : 1.83 vs. JSGZX (-5.35). VSGIX return over 5 years is better than : 39.87 vs. JSGZX (-8.36).
| 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 | -11.648 | -9.363 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.05B | 33B | 9% |
| Annual Yield % from dividends | 0.39 | 0.61 | 63% |
| Returns for 1 year | -5.35 | 1.83 | -293% |
| Returns for 3 years | 12.22 | 26.47 | 46% |
| Returns for 5 years | -8.36 | 39.87 | -21% |
| Returns for 10 years | 8.49 | 95.81 | 9% |
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