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JVTAX vs VSGIX
JVTAX vs VSGIX Comparison
Open Charts JVTAX vs VSGIX
JVTAX vs VSGIX Comparison Chart in %
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VS
VS
JVTAX vs. VSGIX commentary
Jul 31, 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 Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 47B vs. JVTAX (3.62B). VSGIX pays higher dividends than JVTAX: VSGIX (0.42) 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 : 20.12 vs. JVTAX (14.67). VSGIX return over 5 years is better than : 20.29 vs. JVTAX (-13.66).
| 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 | 13.815 | 13.274 | 104% |
| Front Load | 6% | N/A | - |
| Min. Initial Investment | 2500 | 5000000 | 0% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.62B | 47B | 8% |
| Annual Yield % from dividends | 0.00 | 0.42 | - |
| Returns for 1 year | 14.67 | 20.12 | 73% |
| Returns for 3 years | 17.84 | 45.15 | 40% |
| Returns for 5 years | -13.66 | 20.29 | -67% |
| Returns for 10 years | 41.47 | 167.01 | 25% |
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