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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$20.88
Change-$0.39 (-1.83%)
VolumeN/A
Net Assets3.2B
Vanguard Small Cap Growth Index I
Price$75.13
Change-$1.25 (-1.64%)
VolumeN/A
Net Assets34.95B
JGSMX vs VISGX Comparison Chart
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JGSMX vs. VISGX commentary
Jun 15, 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 Hold and VISGX is a Buy.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 35B vs. JGSMX (3.2B). JGSMX pays higher dividends than VISGX: JGSMX (0.96) vs VISGX (0.44). JGSMX was incepted earlier than VISGX: JGSMX (15 years) vs VISGX (27 years). JGSMX (0.75) is less costly to investors than VISGX (0.19). JGSMX is a more actively managed with annual turnover of: 43.00 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 : 7.11 vs. JGSMX (-0.46). VISGX return over 5 years is better than : 40.29 vs. JGSMX (1.49).
| 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 | 27 years | - |
| Gain YTD | -6.452 | -4.531 | 142% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.2B | 35B | 9% |
| Annual Yield % from dividends | 0.96 | 0.44 | 216% |
| Returns for 1 year | -0.46 | 7.11 | -6% |
| Returns for 3 years | 25.60 | 38.50 | 66% |
| Returns for 5 years | 1.49 | 40.29 | 4% |
| Returns for 10 years | 31.47 | 100.60 | 31% |
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