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JSGZX vs VSGIX
JSGZX vs VSGIX Comparison
Open Charts JSGZX vs VSGIX
JPMorgan Small Cap Growth R2
Price$16.66
Change-$0.58 (-3.36%)
VolumeN/A
Net Assets3.52B
Vanguard Small Cap Growth Index I
Price$78.57
Change-$2.54 (-3.13%)
VolumeN/A
Net Assets39.59B
JSGZX vs VSGIX Comparison Chart
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JSGZX vs. VSGIX commentary
Feb 23, 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: 39.6B vs. JSGZX (3.52B). VSGIX pays higher dividends than JSGZX: VSGIX (0.67) vs JSGZX (0.00). JSGZX was incepted earlier than VSGIX: JSGZX (16 years) vs VSGIX (25 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 annual gain was more profitable for investors over the last year : 12.96 vs. JSGZX (6.34). VSGIX return over 5 years is better than : 35.64 vs. JSGZX (-7.08).
| JSGZX | VSGIX | JSGZX / VSGIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 16 years | 25 years | - |
| Gain YTD | 0.543 | -0.330 | -165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.52B | 39.6B | 9% |
| Annual Yield % from dividends | 0.00 | 0.67 | - |
| Returns for 1 year | 6.34 | 12.96 | 49% |
| Returns for 3 years | 4.28 | 19.39 | 22% |
| Returns for 5 years | -7.08 | 35.64 | -20% |
| Returns for 10 years | 25.21 | 116.38 | 22% |
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