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JGRQX vs VISGX
JGRQX vs VISGX Comparison
Open Charts JGRQX vs VISGX
JPMorgan Small Cap Growth R3
Price$17.59
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index I
Price$79.16
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JGRQX vs VISGX Comparison Chart in %
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JGRQX vs. VISGX commentary
Jul 06, 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 StrongBuy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JGRQX (3.3B). JGRQX pays higher dividends than VISGX: JGRQX (0.53) vs VISGX (0.43). 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 : 12.91 vs. JGRQX (5.37). VISGX return over 5 years is better than : 40.47 vs. JGRQX (-5.80).
| 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 | -0.565 | 0.606 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 3000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.53 | 0.43 | 125% |
| Returns for 1 year | 5.37 | 12.91 | 42% |
| Returns for 3 years | 25.13 | 41.73 | 60% |
| Returns for 5 years | -5.80 | 40.47 | -14% |
| Returns for 10 years | N/A | 115.56 | - |
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