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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$18.23
Change-$0.69 (-3.65%)
VolumeN/A
Net Assets2.94B
Vanguard Small Cap Growth Index I
Price$82.06
Change-$2.83 (-3.33%)
VolumeN/A
Net Assets39.74B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Nov 14, 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: 39.7B vs. JGRQX (2.94B). JGRQX pays higher dividends than VISGX: JGRQX (0.47) vs VISGX (0.43). JGRQX was incepted earlier than VISGX: JGRQX (8 years) vs VISGX (28 years). JGRQX (1.29) is less costly to investors than VISGX (0.19). JGRQX is a more actively managed with annual turnover of: 48.00 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 : 3.97 vs. JGRQX (-2.38). VISGX return over 5 years is better than : 27.42 vs. JGRQX (-23.31).
| 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 | 28 years | - |
| Gain YTD | 3.053 | 7.920 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 39.7B | 7% |
| Annual Yield % from dividends | 0.47 | 0.43 | 108% |
| Returns for 1 year | -2.38 | 3.97 | -60% |
| Returns for 3 years | 24.82 | 41.11 | 60% |
| Returns for 5 years | -23.31 | 27.42 | -85% |
| Returns for 10 years | N/A | 154.40 | - |
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