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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$17.64
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$80.43
Change+$0.04 (+0.05%)
VolumeN/A
Net Assets37.46B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Aug 17, 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 JGRQX is a Hold and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 37.5B vs. JGRQX (3.17B). JGRQX pays higher dividends than VISGX: JGRQX (0.52) vs VISGX (0.42). JGRQX was incepted earlier than VISGX: JGRQX (8 years) vs VISGX (27 years). JGRQX (1.29) is less costly to investors than VISGX (0.19). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VISGX (21.00). JGRQX has a lower initial minimum investment than VISGX: JGRQX (0) vs VISGX (3000). VISGX annual gain was more profitable for investors over the last year : 12.46 vs. JGRQX (6.81). VISGX return over 5 years is better than : 33.98 vs. JGRQX (-14.56).
| JGRQX | VISGX | JGRQX / VISGX | |
| Total Expense Ratio | 1.24 | 0.19 | 653% |
| Annual Report Gross Expense Ratio | 1.29 | 0.19 | 679% |
| Fund Existence | 8 years | 27 years | - |
| Gain YTD | -0.170 | 2.220 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 37.5B | 8% |
| Annual Yield % from dividends | 0.52 | 0.42 | 125% |
| Returns for 1 year | 6.81 | 12.46 | 55% |
| Returns for 3 years | 4.85 | 21.49 | 23% |
| Returns for 5 years | -14.56 | 33.98 | -43% |
| Returns for 10 years | N/A | 120.13 | - |
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