Interact to see
Advertisement
Advertisement
JVTAX vs VSGIX
JVTAX vs VSGIX Comparison
Open Charts JVTAX vs VSGIX
JVTAX vs VSGIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
JVTAX vs. VSGIX commentary
Jun 03, 2026
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 JVTAX is a StrongBuy and VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 42.8B vs. JVTAX (3.37B). VSGIX pays higher dividends than JVTAX: VSGIX (0.45) vs JVTAX (0.00). JVTAX was incepted earlier than VSGIX: JVTAX (15 years) vs VSGIX (26 years). JVTAX (1.04) is less costly to investors than VSGIX (0.05). JVTAX (24.00) and VSGIX (24.00) have comparable annual turnover. JVTAX has a lower initial minimum investment than VSGIX: JVTAX (2500) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 34.43 vs. JVTAX (19.12). VSGIX return over 5 years is better than : 30.87 vs. JVTAX (-11.93).
| JVTAX | VSGIX | JVTAX / VSGIX | |
| Total Expense Ratio | 1.04 | 0.05 | 2,080% |
| Annual Report Gross Expense Ratio | 1.04 | 0.05 | 2,080% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 10.423 | 17.796 | 59% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.37B | 42.8B | 8% |
| Annual Yield % from dividends | 0.00 | 0.45 | - |
| Returns for 1 year | 19.12 | 34.43 | 56% |
| Returns for 3 years | 22.66 | 61.63 | 37% |
| Returns for 5 years | -11.93 | 30.87 | -39% |
| Returns for 10 years | 44.59 | 191.28 | 23% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement