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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$13.72
Change+$0.12 (+0.88%)
VolumeN/A
Net Assets2.85B
Vanguard Small Cap Growth Index I
Price$66.64
Change+$0.45 (+0.68%)
VolumeN/A
Net Assets33.7B
JSGZX vs VSGIX Comparison Chart
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JSGZX vs. VSGIX commentary
Apr 18, 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: 33.7B vs. JSGZX (2.85B). VSGIX pays higher dividends than JSGZX: VSGIX (0.61) vs JSGZX (0.38). JSGZX was incepted earlier than VSGIX: JSGZX (16 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 (19.00). 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 : -1.29 vs. JSGZX (-9.44). VSGIX return over 5 years is better than : 45.28 vs. JSGZX (-3.31).
| 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 | 16 years | 25 years | - |
| Gain YTD | -16.717 | -14.782 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.85B | 33.7B | 8% |
| Annual Yield % from dividends | 0.38 | 0.61 | 63% |
| Returns for 1 year | -9.44 | -1.29 | 734% |
| Returns for 3 years | -14.00 | 0.45 | -3,102% |
| Returns for 5 years | -3.31 | 45.28 | -7% |
| Returns for 10 years | 0.48 | 82.78 | 1% |
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