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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
JPMorgan Small Cap Growth R3
Price$17.64
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets3.17B
Vanguard Small Cap Growth Index I
Price$80.56
Change+$0.05 (+0.06%)
VolumeN/A
Net Assets37.46B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX commentary
Aug 17, 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: 37.5B vs. JGRQX (3.17B). VSGIX (0.54) and JGRQX (0.52) 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 : 12.52 vs. JGRQX (6.81). VSGIX return over 5 years is better than : 34.27 vs. JGRQX (-14.56).
| 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 | -0.170 | 2.257 | -8% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.17B | 37.5B | 8% |
| Annual Yield % from dividends | 0.52 | 0.54 | 96% |
| Returns for 1 year | 6.81 | 12.52 | 54% |
| Returns for 3 years | 4.85 | 21.63 | 22% |
| Returns for 5 years | -14.56 | 34.27 | -42% |
| Returns for 10 years | N/A | 121.03 | - |
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