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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
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$82.18
Change-$2.84 (-3.34%)
VolumeN/A
Net Assets39.74B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX 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 VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 39.7B vs. JGRQX (2.94B). VSGIX pays higher dividends than JGRQX: VSGIX (0.55) vs JGRQX (0.47). JGRQX was incepted earlier than VSGIX: JGRQX (8 years) vs VSGIX (25 years). JGRQX (1.29) is less costly to investors than VSGIX (0.06). JGRQX is a more actively managed with annual turnover of: 48.00 vs. VSGIX (21.00). JGRQX has a lower initial minimum investment than VSGIX: JGRQX (0) vs VSGIX (5000000). VSGIX annual gain was more profitable for investors over the last year : 4.02 vs. JGRQX (-2.38). VSGIX return over 5 years is better than : 27.70 vs. JGRQX (-23.31).
| JGRQX | VSGIX | JGRQX / VSGIX | |
| Total Expense Ratio | 1.24 | 0.06 | 2,067% |
| Annual Report Gross Expense Ratio | 1.29 | 0.06 | 2,150% |
| Fund Existence | 8 years | 25 years | - |
| Gain YTD | 3.053 | 7.958 | 38% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.94B | 39.7B | 7% |
| Annual Yield % from dividends | 0.47 | 0.55 | 84% |
| Returns for 1 year | -2.38 | 4.02 | -59% |
| Returns for 3 years | 24.82 | 41.29 | 60% |
| Returns for 5 years | -23.31 | 27.70 | -84% |
| Returns for 10 years | N/A | 155.49 | - |
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