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JGRQX vs VSGIX
JGRQX vs VSGIX Comparison
Open Charts JGRQX vs VSGIX
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$79.26
Change+$0.80 (+1.02%)
VolumeN/A
Net Assets34.95B
JGRQX vs VSGIX Comparison Chart in %
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JGRQX vs. VSGIX 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 VSGIX is a Buy.
FUNDAMENTALS
Fundamentals
VSGIX has more cash in the bank: 35B vs. JGRQX (3.3B). VSGIX (0.55) and JGRQX (0.53) 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 : 12.95 vs. JGRQX (5.37). VSGIX return over 5 years is better than : 40.73 vs. JGRQX (-5.80).
| 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 | -0.565 | 0.607 | -93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.53 | 0.55 | 96% |
| Returns for 1 year | 5.37 | 12.95 | 41% |
| Returns for 3 years | 25.13 | 41.88 | 60% |
| Returns for 5 years | -5.80 | 40.73 | -14% |
| Returns for 10 years | N/A | 116.42 | - |
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