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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$23.95
Change+$0.05 (+0.21%)
VolumeN/A
Net Assets2.88B
Vanguard Small Cap Growth Index I
Price$85.38
Change+$0.83 (+0.98%)
VolumeN/A
Net Assets39.74B
JGSMX vs VISGX Comparison Chart in %
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JGSMX vs. VISGX commentary
Dec 04, 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 JGSMX is a StrongBuy and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 39.7B vs. JGSMX (2.88B). JGSMX pays higher dividends than VISGX: JGSMX (0.80) vs VISGX (0.43). JGSMX was incepted earlier than VISGX: JGSMX (15 years) vs VISGX (28 years). JGSMX (0.75) is less costly to investors than VISGX (0.19). JGSMX is a more actively managed with annual turnover of: 48.00 vs. VISGX (21.00). VISGX has a lower initial minimum investment than JGSMX: VISGX (3000) vs JGSMX (15000000). VISGX annual gain was more profitable for investors over the last year : 0.13 vs. JGSMX (-0.66). VISGX return over 5 years is better than : 21.65 vs. JGSMX (-19.66).
| JGSMX | VISGX | JGSMX / VISGX | |
| Total Expense Ratio | 0.74 | 0.19 | 389% |
| Annual Report Gross Expense Ratio | 0.75 | 0.19 | 395% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 7.079 | 7.513 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.88B | 39.7B | 7% |
| Annual Yield % from dividends | 0.80 | 0.43 | 186% |
| Returns for 1 year | -0.66 | 0.13 | -511% |
| Returns for 3 years | 28.79 | 39.84 | 72% |
| Returns for 5 years | -19.66 | 21.65 | -91% |
| Returns for 10 years | 64.26 | 145.16 | 44% |
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