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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$18.27
Change+$0.18 (+1.00%)
VolumeN/A
Net Assets3.2B
Vanguard Small Cap Growth Index I
Price$83.69
Change+$0.89 (+1.07%)
VolumeN/A
Net Assets38.63B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX commentary
Sep 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 Buy and VSGIX is a Hold.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 38.6B vs. JGRQX (3.2B). VSGIX (0.52) and JGRQX (0.51) have matching dividends . 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: 43.00 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 : 18.22 vs. JGRQX (7.91). VSGIX return over 5 years is better than : 42.24 vs. JGRQX (-11.16).
| 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 | 2.261 | 6.230 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 38.6B | 8% |
| Annual Yield % from dividends | 0.51 | 0.52 | 97% |
| Returns for 1 year | 7.91 | 18.22 | 43% |
| Returns for 3 years | 21.14 | 42.63 | 50% |
| Returns for 5 years | -11.16 | 42.24 | -26% |
| Returns for 10 years | N/A | 141.96 | - |
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