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JGRQX vs VSGAX
JGRQX vs VSGAX Comparison
Open Charts JGRQX vs VSGAX
JPMorgan Small Cap Growth R3
Price$17.59
Change+$0.17 (+0.98%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JGRQX vs VSGAX Comparison Chart in %
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JGRQX vs. VSGAX 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JGRQX (3.3B). VSGAX (0.54) and JGRQX (0.53) have matching dividends . JGRQX was incepted earlier than VSGAX: JGRQX (8 years) vs VSGAX (14 years). JGRQX (1.29) is less costly to investors than VSGAX (0.07). JGRQX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (21.00). JGRQX has a lower initial minimum investment than VSGAX: JGRQX (0) vs VSGAX (3000). VSGAX annual gain was more profitable for investors over the last year : 12.95 vs. JGRQX (5.37). VSGAX return over 5 years is better than : 40.75 vs. JGRQX (-5.80).
| JGRQX | VSGAX | JGRQX / VSGAX | |
| Total Expense Ratio | 1.24 | 0.07 | 1,771% |
| Annual Report Gross Expense Ratio | 1.29 | 0.07 | 1,843% |
| Fund Existence | 8 years | 14 years | - |
| Gain YTD | -0.565 | 0.619 | -91% |
| 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 | 0.54 | 98% |
| Returns for 1 year | 5.37 | 12.95 | 41% |
| Returns for 3 years | 25.13 | 41.87 | 60% |
| Returns for 5 years | -5.80 | 40.75 | -14% |
| Returns for 10 years | N/A | 116.41 | - |
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