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JGSMX vs VSGAX
JGSMX vs VSGAX Comparison
Open Charts JGSMX vs VSGAX
JPMorgan Small Cap Growth R6
Price$22.24
Change+$0.21 (+0.95%)
VolumeN/A
Net Assets3.3B
Vanguard Small Cap Growth Index Admiral
Price$98.98
Change+$1.00 (+1.02%)
VolumeN/A
Net Assets34.95B
JGSMX vs VSGAX Comparison Chart in %
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JGSMX vs. VSGAX commentary
Jul 07, 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 VSGAX is a Buy.
FUNDAMENTALS
Fundamentals
VSGAX has more cash in the bank: 35B vs. JGSMX (3.3B). JGSMX pays higher dividends than VSGAX: JGSMX (0.90) vs VSGAX (0.54). 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 : 12.95 vs. JGSMX (5.88). VSGAX return over 5 years is better than : 40.75 vs. JGSMX (0.61).
| 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 | -0.358 | 0.619 | -58% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 15000000 | 3000 | 500,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 3.3B | 35B | 9% |
| Annual Yield % from dividends | 0.90 | 0.54 | 166% |
| Returns for 1 year | 5.88 | 12.95 | 45% |
| Returns for 3 years | 27.11 | 41.87 | 65% |
| Returns for 5 years | 0.61 | 40.75 | 1% |
| Returns for 10 years | 41.89 | 116.41 | 36% |
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