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JGSMX vs VISGX
JGSMX vs VISGX Comparison
Open Charts JGSMX vs VISGX
JPMorgan Small Cap Growth R6
Price$22.90
Change+$0.31 (+1.37%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index I
Price$83.56
Change+$0.89 (+1.08%)
VolumeN/A
Net Assets38.63B
JGSMX vs VISGX Comparison Chart in %
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JGSMX vs. VISGX commentary
Sep 08, 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 Buy and VISGX is a Hold.
FUNDAMENTALS
Fundamentals
VISGX has more cash in the bank: 38.6B vs. JGSMX (3.23B). JGSMX pays higher dividends than VISGX: JGSMX (0.86) vs VISGX (0.40). 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 : 18.17 vs. JGSMX (9.55). VISGX return over 5 years is better than : 41.95 vs. JGSMX (-4.12).
| 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 | 3.629 | 6.198 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.23B | 38.6B | 8% |
| Annual Yield % from dividends | 0.86 | 0.40 | 214% |
| Returns for 1 year | 9.55 | 18.17 | 53% |
| Returns for 3 years | 24.31 | 42.48 | 57% |
| Returns for 5 years | -4.12 | 41.95 | -10% |
| Returns for 10 years | 58.43 | 141.02 | 41% |
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