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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.90
Change+$0.31 (+1.37%)
VolumeN/A
Net Assets3.23B
Vanguard Small Cap Growth Index Admiral
Price$104.51
Change+$1.12 (+1.08%)
VolumeN/A
Net Assets38.63B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX 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 VSGAX is a Hold.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 38.6B vs. JGSMX (3.23B). JGSMX pays higher dividends than VSGAX: JGSMX (0.86) vs VSGAX (0.51). JGSMX was incepted earlier than VSGAX: JGSMX (15 years) vs VSGAX (14 years). JGSMX (0.75) is less costly to investors than VSGAX (0.07). JGSMX is a more actively managed with annual turnover of: 43.00 vs. VSGAX (21.00). VSGAX has a lower initial minimum investment than JGSMX: VSGAX (3000) vs JGSMX (15000000). VSGAX annual gain was more profitable for investors over the last year : 18.22 vs. JGSMX (9.55). VSGAX return over 5 years is better than : 42.21 vs. JGSMX (-4.12).
| JGSMX | VSGAX | JGSMX / VSGAX | |
| Total Expense Ratio | 0.74 | 0.07 | 1,057% |
| Annual Report Gross Expense Ratio | 0.75 | 0.07 | 1,071% |
| Fund Existence | 15 years | 14 years | - |
| Gain YTD | 3.629 | 6.241 | 58% |
| 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 | 0.51 | 168% |
| Returns for 1 year | 9.55 | 18.22 | 52% |
| Returns for 3 years | 24.31 | 42.63 | 57% |
| Returns for 5 years | -4.12 | 42.21 | -10% |
| Returns for 10 years | 58.43 | 141.95 | 41% |
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